Insight

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

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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.

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  • Document

    Policy vs fundamentals_Outlook for Chinas property market.pdf (1)

    PDF 1.18 MB

  • Document

    q3_2017_china_construction_data.xls

    XLS 88.50 KB

  • Document

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

    ZIP 1.16 MB

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