Loomis Sayles' Feng on China Property

The video discusses the current challenges in the market, highlighting poor sales, price pressures, and a lack of interest in the land market. It emphasizes the need for policy support to address the confidence crisis and boost consumption. The discussion covers the equity and credit markets, investor behavior, and the importance of national-level policy clarity. Potential game-changing policies are also explored, focusing on both supply and demand sides.

What are the current sector fundamentals indicating about the market?

What is the significance of policy support in the current market situation?

How do you think the confidence crisis is affecting consumer behavior?

What are the potential impacts of the next 10% move in the market?

In what ways can local level policies contribute to market recovery?

What kind of national level policies are needed to support the market?

What are some examples of policies that could be implemented to boost consumer confidence?