China’s commercial property needs more than DeepSeek boost to recover
China's publicly traded real estate investment trusts (REITs) are experiencing a surge, with the CSI Reits Index rising 13.5% since December 9, nearly half of which occurred since mid-January alongside a rally in Chinese technology shares. This positive trend suggests a potential boost for the country's commercial property sector, particularly those REITs holding infrastructure schemes.
The rally in Chinese tech stocks, triggered by the emergence of AI start-up DeepSeek and its ability to rival Silicon Valley's AI models at a lower cost, has been a key catalyst. This, coupled with President Xi Jinping's support for the private sector, has led to a reassessment of Chinese stocks and a broader shift in asset allocation by global fund managers, drawing parallels to China's stock market turnaround from 2014 to 2016.
via SCMP Full Text Feed
China's publicly traded real estate investment trusts (REITs) are experiencing a surge, with the CSI Reits Index rising 13.5% since December 9, nearly half of which occurred since mid-January alongside a rally in Chinese technology shares. This positive trend suggests a potential boost for the country's commercial property sector, particularly those REITs holding infrastructure schemes.
The rally in Chinese tech stocks, triggered by the emergence of AI start-up DeepSeek and its ability to rival Silicon Valley's AI models at a lower cost, has been a key catalyst. This, coupled with President Xi Jinping's support for the private sector, has led to a reassessment of Chinese stocks and a broader shift in asset allocation by global fund managers, drawing parallels to China's stock market turnaround from 2014 to 2016.
via SCMP Full Text Feed
