lately I have a new thinking and see if 師兄here can share their knsighgs with me:First of all I am definitely not bullish in property
But few facts emerge as I realize Shenzhen better quality houses like Shenzhen 太古is selling as high as 16-17k per sq ft net
And China policy now seems to go back to the traditional way of boosting economy which is boosting property market by keeping monetary condition loose(cut rate+cut Rrr) and remove home purchase restriction...more importantly, 中國大媽got burnt and hurt in gold and equity market so they shift money to property again...
Put it this way, HK is at the end of US QE cycle but the China QE cycle just started...and as long as Shenzhen property can keep going up...it is really hard to see hk properties fall meaningfully...especially when 珠港澳大橋 is built...it will give another boost the new terroritories properties prices...
不喜勿小...just random thoughts on property markets lately