CSI: Real estate signals long term demand decline

CSI: Real estate signals long term demand decline (Nov. 8, 2021)

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Reports on China, and especially on real estate, have focussed on the short term debt crises of a few companies. Beyond the concern over a debt crisis however, lies a longer-term trend and policy goals which pose serious problems for steel demand.

If China is able to wean itself off such intense investment in real estate, what will be the impact for steel demand, and what factors should we be looking out for in the coming years?

In this issue we try to shed some light on the longer term trends around residential construction and steel demand.

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CSI: Real estate signals long term demand decline (Nov. 8, 2021)

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