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15th Dec 2023 15:17China+, Weekly Monitor

  • November data show China’s consumption demand stagnating as winter closes in.
  • The headline jump in industrial output is misleading, driven by utilities and base effects.
  • A sharp fall in existing-home prices likely indicates a supply surge as investors offload proper ties.

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Keywords for: 18 December 2023 China+ Monitor

Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence