Covid-19 weekly update − week ending November 2, 2020

CHINA ADVISORY - Report 03 Nov 2020 by Andrew Collier

We may be seeing the beginning signs of the industrial/FAI-driven stimulus weakening. Cement, rebar and float glass prices are weakening, and blast furnace operating rates are trending lower. This may simply be the end of the peak, and continued lending from the state banks will allow the stimulus to continue. Or it could continue downwards. Meanwhile, the consumer sector appears to have flat-lined, albeit at relatively high rates.

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