Mainland China and Hong Kong Developers’ Liquidity Risk: BI Replay
China's housing market could suffer from a rocky recovery path despite a fresh wave of stimulus, with escalating concerns on Vanke's liquidity risk. Hong Kong's residential market could be on the cusp of a gradual pickup in demand with recent mortgage rate cuts. The city's commercial property outlook still appears challenging, limiting options of debt-saddled developers like New World Development to offload assets to boost liquidity.
Bloomberg Intelligence senior real estate analysts Patrick Wong and Kristy Hung, senior credit analysts Daniel Fan and Andrew Chan, together with senior banking analyst Francis Chan will discuss our latest research and the outlook for the real estate and banking sectors in mainland China and Hong Kong.