Drop-In: What’s really happening with China's commodities demand?

China’s survey data paint a downbeat picture of demand in the world’s largest commodity consumer. But we don’t think the economic reality is quite so bleak. Caroline Bain, our Chief Commodities Economist, and Julian Evans-Pritchard, our Head of China Economics, discussed why and what to expect on the 2024 demand front in this special online briefing.

Following the December trade release, Caroline and Julian unpacked the latest data, discussed why the PMIs aren’t giving a very accurate picture of demand and answered client questions on what to expect in the coming 12 months, including: 

  • What our China Activity Proxy signals about commodities demand;
  • The property sector outlook and impact on demand;
  • What to expect in terms of stimulus and its effects.
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