Developer Stocks Crash 6%!Goldman Aug Report Unveils Property Market's Triple Threat Podcast Por  arte de portada

Developer Stocks Crash 6%!Goldman Aug Report Unveils Property Market's Triple Threat

Developer Stocks Crash 6%!Goldman Aug Report Unveils Property Market's Triple Threat

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Goldman's Aug 5 weekly shows China's Week 31 developer stocks tumbled 6% to historic 0.5x P/B lows with 33% NAV discount. Inventory clearance needs 25.9 months while Politburo omitted stimulus becomes key variable. Tier-1 cities' 6% WoW sales growth shows resilience vs central/western -6% decline deepening divergence. CIFI bucked trend with -1% drop earning buy rating.

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