EIU is optimistic about China Real Estate
EIU has an optimistic call on China real estate.
Despite being more well-housed that it predicts at its income level, the EIU expects any correction of the property market will only be short-lived because the big trend of urbanisation will be intact, and income growth will be strong for the next decade or so.
This of course contrast some bearish views like Andy Xie and some others. Jury is still out, I would say.