China's property market is showing signs of life after a five-year slump, prompting some analysts to call for a long-awaited rebound. Price declines for newly built homes are narrowing, while transaction volumes are finally ticking up, particularly in top-tier cities. But is this a significant turnaround or just a dead cat bounce?

Leonid Mironov, a fund manager at Gavekal Capital, joins host John Lee on the Asia Centric podcast. He breaks down why he believes the real estate sector is bottoming out rather than roaring back and explains why markets might be too bearish on China's consumption narrative. Mironov also discusses Beijing's "anti-involution" measures to curb cutthroat competition and details where investors can still find high-quality opportunities aligned with the government's 15th Five-Year Plan.

China's property market is showing signs of life after a five-year slump, prompting some analysts to call for a long-awaited rebound. Price declines for newly built homes are narrowing, while transaction volumes are finally ticking up, particularly in top-tier cities. But is this a significant turnaround or just a dead cat bounce?
Leonid Mironov, a fund manager at Gavekal Capital, joins host John Lee on the Asia Centric podcast. He breaks down why he believes the real estate sector is bottoming out rather than roaring back and explains why markets might be too bearish on China's consumption narrative. Mironov also discusses Beijing's "anti-involution" measures to curb cutthroat competition and details where investors can still find high-quality opportunities aligned with the government's 15th Five-Year Plan.

Some of the world's largest and fastest-growing markets, economies and companies are in Asia. Every Thursday, John Lee from Bloomberg Intelligence speaks with experts and newsmakers about the big ideas and trends moving money across the region.

Some of the world's largest and fastest-growing markets, economies and companies are in Asia. Every Thursday, John Lee from Bloomberg Intelligence speaks with experts and newsmakers about the big ideas and trends moving money across the region.

Asia Centric by Bloomberg Intelligence

Is China's Property Market Finally Recovering?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e04893d9-a6d6-4d91-a364-b46500aa83b9/transcript