Charting China Monthly Review

KraneShares
Door augustus 13, 2019 12:08

Charting China Monthly Review

What happened in the past month?

High frequency data points to retreat in both IP and retail sales growth in July. Property and land markets soften. July IPP coal consumption growth declined to -16% YoY from -10% YoY in June. Meanwhile, utilization rates in the raw material sector edged down. On the demand side, construction steel transaction volume growth retreated. Transaction volume growth in the 30-(larger) city property market and 100-city land market declined (key chart #2). Auto sales growth retreated to -11% YoY in the first 3 weeks of July, after a strong rebound of 5.0% YoY in June (partially driven by a one-off fire sale).Our new CICC China CMI points to a pullback of both IP and retail sales growth (key chart #1). Raw material prices declined.

KraneShares
Door augustus 13, 2019 12:08

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