From Investing in Chinese Stocks:
First-tier home prices are rising, but analysts are cautious about extrapolating nationally due to inventory in third- and fourth-tier cities, iFeng: 楼市回暖房价还会涨吗 几大专家抛出重磅观点:
The latest studies suggest that China will cancel the deposit ratio, releasing about 7 trillion of credit funds. That will stimulate housing prices? Minsheng Securities analyst Li Qilin macro view, relax loan ratio, credit will not necessarily flow. Home prices are subject to population, inventory these two big factors, demand falling, for these the deposit ratio doesn’t matter.
