China virus check – week ending September 7, 2020

CHINA ADVISORY - Report 09 Sep 2020 by Andrew Collier

Good news continued this week. Sales of autos and property have continued to rise for most of the recent periods. Also, the film industry maintained its very high levels YoY due to the release of new films and a clear desire among citizens for entertainment. There seems to be a definite return to semi-normalcy among consumers. The SOE sector (represented by iron ore blast furnace rates) continues to operate at high levels.

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