China’s property developers still hold 5.3 trillion yuan in inventory as of June 2025, yet impairments of high-cost stock amount to just under 900 billion yuan,  raising doubts over whether losses are being fully recognised. Andrew Chan, Credit Analyst, Bloomberg Intelligence tells us if recovery is in sight or if we can expect more defaults.

<p>China’s property developers still hold 5.3 trillion yuan in inventory as of June 2025, yet impairments of high-cost stock amount to just under 900 billion yuan,  raising doubts over whether losses are being fully recognised. Andrew Chan, Credit Analyst, Bloomberg Intelligence tells us if recovery is in sight or if we can expect&nbsp;more&nbsp;defaults.</p>

Opinion and analysis of today’s international and local news that matter to Malaysians. Everything you need to know to start and plan your work.

<p>Opinion and analysis of today&rsquo;s international and local news that matter to Malaysians. Everything you need to know to start and plan your work.</p>

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