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Topic

Chinese Consumer Demand

Household spending in China and the income, wealth and confidence conditions that shape it, tracked mainly through monthly retail sales of consumer goods.

Current clusters

invest4 publishers

China's July data says underwrite the consumer, not the factory

Retail sales grew 0.6 per cent against a 1.3 per cent forecast and fixed-asset investment fell 6.7 per cent. The production side is holding up on export orders, which is not the same as demand.

Perspective Coverage

4 publishers
Builder
Builder 7%
Operator
Operator 28%
Investor
Investor 65%

Reality

Evidence74
Adoption
Insufficient
Hype gap+18
Incentives58
Confidence66