Chinese Property Developers Reach Turning Point

The video discusses the improvement in debt leverage among property developers since the financial crisis, highlighting China's 2016 housing market rally. It analyzes the improved debt-to-EBIDTA ratios and debt serviceability of 196 listed developers. Investors and rating agencies are optimistic about the sector's future, expecting continued financial performance improvements. Despite policy tightening, housing prices show little sign of slowing down, with significant year-on-year increases in major cities like Beijing and Shanghai.

What are the expectations of investors regarding the builders in the sector?

What trends were observed in home prices in February compared to January?