An Industry Veteran’s Perspective on China’s Real Estate Market and Economy
China Perspectives
English - June 30, 2023 03:45 - 31 minutes - 57.4 MB - ★★★★★ - 3 ratingsBusiness News Politics china sovereigns economics Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: China’s Economy and Bond Market
Next Episode: China’s Electric Vehicles Boom
James MacDonald, Senior Director and Head of China Research at Savills based in Shanghai, shares first-hand experience and observations on the country’s residential, commercial, and industrial real estate markets. Through his professional lens as an 18-year industry veteran, James discusses the key structural changes in China’s real estate market and the broader economy.
(02:00) - China’s residential market condition
(03:27) - Policy direction and stimuluses
(07:15) - China’s commercial property market condition
(10:42) - Oversupply risk in commercial property
(14:00) - Investment trends in the office market
(16:22) - Multinational companies’ China strategy shift
(20:36) - China’s consumer market outlook
(23:01) - “New Economy” real estate assets
(25:48) - Growth potential for C-REITs
(30:20) - Closing Remarks