Hang Lung's Chan on the China Real Estate Climate

The video discusses the US-China trade war, emphasizing that while a bilateral conflict may be manageable, the broader impact of US trade policies on global supply chains is concerning. The speaker suggests that domestic politics in the US, particularly around elections, complicate trade negotiations. Despite these challenges, there is optimism about long-term investment opportunities in China's commercial property market. The speaker highlights strategic land acquisitions and the potential for Hong Kong developers to capitalize on current market conditions.

What is the main concern if the US trade conflicts extend beyond China?

• Increased tariffs on Chinese goods

• Disruption of the global supply chain

• Improved trade relations with Europe

• Reduction in US domestic politics

What is suggested as Donald Trump's primary focus in the trade war?

• Reaching a comprehensive trade agreement

• Reducing tariffs on European goods

• Improving relations with China

• Winning the midterm and presidential elections

How does US domestic politics affect global trade according to the transcript?

• It strengthens international alliances

• It facilitates better trade deals

• It has no impact on global trade

• It causes suffering for the rest of the world

What is the outlook on investment in Chinese commercial properties?

• It is expected to decline

• It is considered too risky

• It is dependent on US trade policies

• It is seen as a long-term opportunity

What is the strategy of Hong Kong developers regarding land bids in China?

• They are waiting for US policy changes

• They are actively seeking new opportunities

• They are hesitant to invest further

• They are withdrawing from the market