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Still Bullish on Chinese Property Stocks

Analysts expect more price declines in certain cities and suggest investors look north to make the most of a demand-driven rebound

Chinese property stocks have been one of the worst hit sectors in the current market downturn, which entered its fourth month last week. But even as investors are at pains to avoid the sector, analysts project the trough is near and suggest it could be time to exchange the selling for some bargain hunting as fundamentals remain favourable.

Not every laggard property stock will be a winner though, and with fundamentals and earnings growth likely to be a key focus this year, the development of the underlying physical property market will be highly important for picking the right ones, they warn.