This video looks at some of the must-watch charts on China's property market. Every investor should have the Chinese property market on their radar as it has a material impact on China's economy, the outlook for commodity prices, and indeed on the overall direction of the global economy. The most important chart in this video (the one at the end) appeared in the Weekly Macro Themes report, and if it plays through as expected could be the most important chart to watch over the next 12-18 months as a driver of global macro risks and opportunities.
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