China traders see property boost, Covid zero resolve at Party meet in Oct

Bruised from a tumultuous year, China stock investors are looking to capitalize on any potential policy shifts at the twice-a-decade Communist Party congress next month.
 

A key strategy is to bet on more stimulus for the property market as authorities seek to rescue the ailing industry. Bloomberg Intelligence expects some steps to complete stalled housing projects following the Oct. 16 leadership gathering, which can in turn support the banking sector by reducing loan risks and boosting mortgage demand.

With expectations low for an imminent shift away from the Covid-Zero policy, some investors are limiting their exposure to reopening shares. Societe