China's property slump to persist as consumers shift to rentals: UBS Investment Bank

Jan 2, 2026 - 18:00
China's property slump to persist as consumers shift to rentals: UBS Investment Bank
John Lam, Head of China & HK Property Research at UBS Investment Bank, explains why he sees a 10% decline in property prices and new home sales in China for 2026. He also explains why defaulting developers like China Vanke are having less of an impact on the sector.