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China's Property Inventory Still Too High

China's Property Inventory Still Too High

Morning Brief

September 29, 20259m 9s

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Show Notes

China’s property developers still hold 5.3 trillion yuan in inventory as of June 2025, yet impairments of high-cost stock amount to just under 900 billion yuan, raising doubts over whether losses are being fully recognised. Andrew Chan, Credit Analyst, Bloomberg Intelligence tells us if recovery is in sight or if we can expect more defaults.

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