china property

Callum Thomas

This week the "Chart of the Week" is focused on the outlook for China's property market. The Chinese property market is perhaps one of the most important markets in the world, if not the most. What happens to this market has direct flow-on effects to global commodity prices, emerging markets... Show More

Robert Swift

We have written on the China “marvel” before and continue to scratch our head on this enigma and the sustainability of it. You have to give them huge credit for what they have achieved – the greatest economic expansion in history improving the lives of so many people in a... Show More

Callum Thomas

If you care about the outlook for the iron ore price then you care about the outlook for the Chinese property market. A simple analysis shows that a major driver, if not the major driver, for the iron ore price is the pace of growth in real estate fixed asset... Show More

Callum Thomas

One of the themes I looked at in the latest edition of the Weekly Macro Themes was Chinese fixed asset investment. One aspect of particular interest - especially for commodity markets, is the matter of Real Estate fixed asset investment. The chart below shows just how sensitive base metals are... Show More