In this podcast, J.P. Morgan Research analysts highlight emerging signs of relief in the housing affordability crisis across China, Japan, and the UK. The discussion focuses on whether we are approaching a bottom in China’s housing prices and additional policy support. There are concerns about leverage and the rise in property prices in Japan as the BOJ pursues policy normalization, while the UK housing market has seen an abundance of supply-side reforms from the Government to support homeownership.
 
Speakers:
Mohammed Hossain, Strategic Research
Haibin Zhu, Chief China Economist
Ayako Fujita, Chief Economist for Japan
Zaim Beekawa, European Building & Construction and Infrastructure Equity Research
 
This podcast was recorded on July 3, 2025.

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