Wolf Money(China property market)

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I will just stated my observation on the issue surrounding China Evergrande and the impact on China property sector.

My best guess it will have an impact, on the scale of 1 to 5. 5 been the worst case. I will rate the event at around 3. My best guess the government is going to lead the debt restructuring and try engineered a soft landing. There are likely some tightening on lending to developer and home buyer.

I had a chat with a friend who stay in China, properties in mostly tier 2 or 3 cities saw weak demand. The first tier cities like Beijing and Shanghai is in a league of their own. Coastal cities demand are firmer and prices are holding well. This is the latest I heard. Of course situation can turn negatively on the downside if China Evergrande goes through a non orderly bankruptcy. The situation does warrant some close observation. I will write more at my month end review. Wishing all a Happy Mid Autumn.


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All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting on information that we publish. Much of our information is derived directly from information published by companies or submitted to governmental agencies on which we believe are reliable but are without our independent verification. Therefore, we cannot assure you that the information is accurate or complete. We do not in any way whatsoever warrant or guarantee the success of any action you take in reliance on our statements. All information provided are for information only. Buyer beware,do you own due diligence.



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