Property Crisis
Geopolitics
Macro
Evergrande Founder’s Guilty Plea Marks Beijing’s Shift to Enforcement in $330bn Property Crisis
Hui Ka Yan's fraud conviction signals the end of forbearance for China's property sector, with implications for 1.4 million homebuyers and foreign creditors facing minimal recovery.
Macro
China Commits to Easing Cycle as Property Crisis Forces Monetary Divergence
PBOC signals explicit support for RRR and rate cuts in 2026, departing from Western tightening as domestic demand crisis deepens.
Geopolitics
Macro
China’s Services Sector Hits 33-Month High While Western Peers Stall
February PMI surge to 56.7 signals consumption resilience despite property crisis, widening gap with manufacturing-led slowdowns across US and Europe.