2018-01-18

Real Estate Investment Growth Slows to 2.4pc in December

Real estate investment growth peaked in late 2016 and fairly steadily declined throughout 2017. The government's reflation efforts are getting weaker both in time and strength.

I don't have a crystal ball, but I am definitely hedging my commodities bets heading into March. (Spring Festival is late this year, February 16.) The market looks extremely out of whack with fundamentals in the short-term, heavily overbought when China looks about where it was when financial markets went sideways in 2014.

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