All Into Account: Navigating Global Housing Challenges Beyond the US

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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