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Policy vs. fundamentals: Outlook for China’s property market and related metals demand


Policy vs. fundamentals: Outlook for China’s property market and related metals demand

Report summary

China's property market has been impacted not only by sector-specific policies, but also other policies to remove industrial overcapacity and upgrade the country's manufacturing industry. While policy changes have brought volatility to the market, we still believe supply-demand fundamentals play an important role in the mid-to-long-term development of China's property market. In this insight, we provide an update to our Q3 2016 outlook for China's property market. In addition, we explain how metals consumption is related to different stages of the construction and building life cycles.

What's included?

This report includes 2 file(s)

  • Policy vs fundamentals_Outlook for Chinas property market.pdf (1) PDF - 1.18 MB
  • q3_2017_china_construction_data.xls XLS - 88.50 KB

Description

This Macroeconomics and Global Trends Insight report presents our research on this key topic, and draws out the implications for economies and commodity markets.

This report delivers a clear understanding of our unique global economic outlook and identify risks and uncertainties to watch out for.

Wood Mackenzie's global trends and macroeconomic analysis underpins all our commodity demand analysis, ensuring we continually deliver an integrated and consistent view.

Our comprehensive understanding of commodity markets gives us a unique insight into the pace of global development and the risks associated with it.

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