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Blog China’s Property Sector Slump: Is Recovery on the Horizon? China’s Property Sector Slump: Is Recovery on the Horizon? In the absence of immediate and substantive policy easing at the national level, we believe that the sector could pose a serious risk to the government’s GDP growth target in 2022.
Blog Idiosyncratic Risk in China Real Estate: What Does it Mean for the Property Market and Banks? Idiosyncratic Risk in China Real Estate: What Does it Mean for the Property Market and Banks? We do not expect widespread contagion across China’s real estate or banking sectors despite the challenging outlook.
Viewpoints What China’s 14th Five-Year Plan Means for Investors What China’s 14th Five-Year Plan Means for Investors It will continue to be important to be an active investor during this period of transition and to carefully monitor the impact of policy on credit sectors.
Annisa Lee Head of Asia-Pacific Credit Research Share Share Share via LinkedIn Share via Facebook Share via Twitter Share via Email Add Add Download Download Print Print Ms. Lee is an executive vice president in the Hong Kong office and head of Asia-Pacific credit research. Prior to joining PIMCO in 2019, she spent 15 years with Lehman Brothers and (following its acquisition) Nomura as a sell-side analyst, most recently as the team head of Asia ex Japan flow credit analysis. Earlier in her career, she worked at Bank of East Asia, Chase Manhattan Bank, and ING Bank in various credit research functions. She has 25 years of investment experience and holds an MBA from the Chinese University of Hong Kong (CUHK). She received an undergraduate degree from the University of Hong Kong (HKU).