The quarterly adjustment of the MSCI Index excludes 15 Hong Kong stocks. The effective date is scheduled for early June
① Which individual stocks will MSCI China adjust quarterly? ② How much impact does the MSCI Index have on the market?
Changes in US dollar bonds | Country Garden COGARD 5.4 05/27/25, the price fell 1.02% to 7.072
COGARD 5.4 issued by Country Garden on May 16, the current price of 7.072 on 05/27/25 dropped -1.020% yield --%.
Express News | Multiple ministries and commissions set up a joint working group to prepare and launch a “major initiative” for real estate
Express News | The State Information Office will hold a regular briefing on the State Council's policies to introduce the situation relating to the effective implementation of supporting policies for housing delivery.
Express News | China Index Research Institute: Typical housing enterprises are beginning to bear fruit in constructing a new development model
The housing market is once again welcoming good news! COSCO Group soared by more than 40%, leading real estate stocks
① What are the benefits that drive real estate stocks to rise? ② How does the market view trade-in measures in the real estate market?
National Development and Reform Commission: Promoting the construction of affordable housing and speeding up the construction of a new model for real estate development
The Party Group of the National Development and Reform Commission of the Communist Party of China wrote in “Qiushi” magazine that it is strengthening the guarantee of economic security capabilities. Improve the real estate business entity supervision system, promote the construction of affordable housing, accelerate the construction of a new model of real estate development, and promote the steady and healthy development of the real estate market.
Express News | Dali: Encourage the purchase of existing housing as guaranteed housing or talent housing in counties and cities where the removal cycle exceeds 24 months will not build new guaranteed housing
Express News | National Development and Reform Commission: Strengthening Economic Security Capabilities and Accelerating the Construction of a New Model for Real Estate Development
Good for raids! Hangzhou makes a big move: buying commercial housing!
The Housing and Urban-Rural Development Bureau of Lin'an District of Hangzhou recently issued a notice to purchase a batch of commercial housing for public rental housing within Lin'an District following a study and decision by the Lin'an District People's Government. The listing requirement is within Lin'an District of Hangzhou. Analysts believe that the policy signals are very significant and provide very strong confidence in local inventory removal. It is expected that other cities may follow suit in the future.
Changes in US dollar bonds | Country Garden COGARD 5.625 12/15/26, the price rose 1.061% to 6.965
COGARD 5.625 12/15/26, issued by Country Garden on May 16, rose +1.061% yield-% at the current price of 6.965.
Express News | Guojin Securities: Real estate stock prices and valuation bottoms are now
Futu Morning Post | The three major US stock indices hit new highs! Ultramicrocomputers and Nvidia explode together
“New Federal Reserve News Agency”: The Federal Reserve may still not cut interest rates until September; “Big Short” Michael Burry took a heavy gold position in the first quarter.
Changes in US dollar bonds | Country Garden COGARD 3.125 10/22/25, the price rose 4.374% to 7.060
COGARD 3.125 10/22/25 issued by Country Garden on May 15, the current price of 7.060 rose +4.374% yield-%.
In order to activate the property market, various regions are introducing new measures to reduce the common floor area of new housing may become a trend
In the context of the Politburo meeting proposed “optimizing incremental housing,” several cities have recently introduced new regulations to reduce shared floor space, and the market has once again sparked discussions on shared floor space.
Express News | Lin'an District, Hangzhou: Buying a batch of commercial housing in the region to be used as public rental housing
Changes in US dollar bonds | Country Garden COGARD 7.25 04/08/26 prices rose 1.775% to 7.269
COGARD 7.25 04/08/26, issued by Country Garden on May 15, rose +1.775% yield-% at the current price of 7.269.
Real estate, suddenly a huge benefit!
So what just happened? In early trading, there were two unconfirmed pieces of news circulating in the market.
Express News | Country Garden's 200 million shares have been frozen
Express News | According to the market, relevant departments are considering letting local governments buy existing houses that have not yet been sold
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