Larry Hu

“History suggests that the outlook for China's housing market depends much on exports,”

Larry Hu · said 2026-09-04 · reported 2026-09-07

Larry Hu noted in a report that China's housing market outlook depends on exports, amid a sharp decline in home prices since their 2021 peak.

“We expect policymakers to do just enough to meet this year's growth target,”

Larry Hu · said date not stated · reported 2026-09-07

Hu does not expect a major stimulus push despite fiscal support picking up.

“China's housing market will bottom when policymakers can no longer rely on exports to drive growth.”

Larry Hu · said 2026-09-04 · reported 2026-09-07

Hu argued that China's housing market will only bottom when policymakers can no longer rely on exports to drive growth.

“Incremental stimulus should be sufficient.”

Larry Hu · said date not stated · reported 2026-09-07

Hu expects incremental stimulus to be sufficient to meet China's growth target.