The first expansion of China's real estate sector since 2021 coincided with a better-than-expected first quarter GDP reading this week, indicating…
McAlinden Research PartnersApril 20, 2023
China’s Stimulus Measures Reverse Lending Decline, But Deeply Indebted Developers Continue to Suffer
Overwhelming debt loads in China's real estate sector, exacerbated by relentless weakness in home sales data, is has created a continual drag…
McAlinden Research PartnersJune 29, 2022
Chinese industrial output is surging, stoking demand for metals. As their exports of finished goods rack up big profits, imports of…
McAlinden Research PartnersDecember 9, 2020
