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China metals and mining: 5 things to look for in 2018
Report summary
2018 will likely see China's metal demand slow further as the government tries to discourage speculation in the property market and constrains infrastructure investment. Even with slow growth, however, companies should continue to benefit from better margins by producing less, a result of efforts to rationalise capacity and meet stricter environmental standards. And with better margins, 2018 could see a reverse in the previous investment downward trend and more investment outside China.
Table of contents
- Executive summary
- Further slowdown in metals demand
- Supply-side reform continues, but focus shifts
- Environmental pressure likely to intensify
- Good margins will persist
- Potential for outbound investment
Tables and charts
This report includes 6 images and tables including:
- Forecasted slower demand growth in 2018 (year-on-year growth)
- China steel consumption (Mts)
- China metals demand growth (year-on-year, %)
- Margins (%) have turned around for Chinese metals and mining companies
- So, their balance sheets improve –liability/asset ratios (%)
- A turning point in the investment cycle (FAI % year-on-year growth)
What's included
This report contains:
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