In November 2025, China’s housing market continued to show signs of weakness, with new home prices falling by 0.39% month on month, a slight improvement from the previous decline of 0.45%. On a yearly basis, new home prices dropped 2.4%, deepening from the prior 2.2% decrease. Meanwhile, used home prices also fell by 0.66% month on month, matching the previous month’s decline.

This ongoing downward trend in property prices reflects a self-reinforcing cycle: as prices continue to fall, potential buyers are deterred, anticipating further declines. The heavily indebted property sector remains a significant drag on the Chinese economy. Despite this, stimulus measures and surprisingly resilient exports provide some counterbalance to the economic challenges.

Recent developments include China’s announcement over the weekend to issue ultra-long-term bonds aimed at funding strategic priorities. Additionally, China Vanke failed to secure an extension on a $284 million bond payment, receiving only a five-day reprieve.

Looking ahead, traders should be aware of a busy week of economic events in Asia on Monday, 15 December 2025. This includes data from the Reserve Bank of Australia, the Bank of Japan’s Tankan survey, and further Chinese economic releases, all of which could influence market movements.

Original Source: Eamonn Sheridan of investinglive.com