Speaker: Rosealea Yao , Senior Analyst, Gavekal Dragonomics

China’s property-market slump worsened in 2023. The burst of pent-up demand that followed the reopening from Covid containment evaporated by April, and sales deteriorated until tentatively stabilizing in August. Rosealea assesses the outlook for the property sector and risks for developers going forward, as well as the policy response and what it means for real estate as a growth driver in the years to come.

Rosealea Yao is a senior analyst in the Beijing office of Gavekal Dragonomics and has been with the firm since 2007. She is a specialist on the Chinese property market, and also works on energy, infrastructure and other issues related to the investment side of the economy. Before joining Gavekal, she worked at the Chinese Institute of CPAs in Beijing. Rosealea studied economics at the University of Manchester and graduated from Renmin University of China in 1999.

Presented via Zoom.
Meeting link: https://mit.zoom.us/j/7060207759