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China economic focus October 2023: a low case for 2024
China's GDP growth could slow to 3.9% in 2024, according to our analysis of a low-case scenario. This scenario assumes flat property sales and new ...
Policy vs. fundamentals: Outlook for China’s property market and related metals demand
China's property market has been impacted not only by sector-specific policies, but also other policies to remove industrial overcapacity and upgra...
China economic focus July 2021: slowing growth ahead
China’s economy will slow from the second half of 2021. Slower export growth, rising commodity prices, lacklustre infrastructure investment and exp...
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