Content type

China Construction Growth To Slow From 2022

Real Estate / China / Fri 17 Dec, 2021

Key View 

  • We expect real growth in China’s construction industry to moderate in 2022, with the industry to expand by 5.2% y-o-y, as base effect normalise. Near-term growth will remain driven by fiscal stimulus efforts from the government, large infrastructure investment plans and an accommodative monetary policy.
  • Growth will be driven
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China Mid December Real Estate Sector Crib Sheet

Country Risk / China / Thu 16 Dec, 2021

We at Fitch Solutions see significant risks to the Chinese economy from the financial difficulties faced by the real estate sector, some of which are already playing out. As we have previously noted, even without sector wide financial contagion, tightening credit conditions for the real estate sector have already led to a slowing of real estate

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Chinese Monetary Policy To Remain Easy Through H122 At Least

Country Risk / China / Tue 07 Dec, 2021

Key View

  • We at Fitch Solutions still expect monetary policy to be loosened further over the coming months following the announcement on December 6 of a 50bps cut to the reserve requirement ratio which will take effect from December 15.
  • Mounting growth headwinds in 2022, especially from the financial risks in the real estate sector, will
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China Autos Profile: Contemporary Amperex Technology Co. (CATL)

Autos / China / Fri 12 Nov, 2021

Origin

  • Contemporary Amperex Technology Co. (CATL) is a Chinese battery manufacturer specialising in lithium-ion batteries (LiBs) for electric vehicles (EVs) and other energy storage applications.
  • Founded in the coastal city of Ningde, China, in 2011, CATL has risen to become the world’s foremost EV battery-cell producer, employing over 30
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South China Sea Joint Oil And Gas Exploration Appears Out Of Reach, As Tensions Show Little Signs Of Abating

Crime, Defence & Security / China / Tue 26 Oct, 2021

Key View:

  • The South China Sea (SCS) continues to be a geopolitical hotspot amid the conflicting interests of China, the US and other regional claimants.
  • The lure of establishing claims over the SCS stems not only from it being a vital regional trade route but also due to the potential for significant hydrocarbon riches.
  • However, all efforts
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