China Property Sector Challenging Next 6 to 12 Months: Tsang

The video discusses the ongoing challenges in the Chinese property sector, highlighting weak sales, refinancing risks, and government measures to support unfinished projects. It explores metrics for valuing companies, such as liquidity and financial positions, and examines financing options available to developers. The discussion also covers default risks, with a focus on regional oversupply issues, particularly in low-tier cities.

What financing options are available for Chinese property developers?

What factors contribute to the expected peak in defaults in the property sector?

How does the supply situation vary across different regions in China?