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Goldman: L-shaped recovery for Chinese property

January 16, 2023 - 13:00 -- Admin

Very sensible stuff from Goldman. Clear implications for iron ore, coking, and copper in due course. Despite still low visibility on how much liquidity will be actually injected into the property industry, we see clearer policy directions on the back of the “16 measures” announcement, and as a result, we expect property construction to contract

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