We look for the hard landing in Chinese construction to end in 2016. The significant oversupply of houses has come down and, in combination with continued robust home sales, we believe this will pave the way for a construction recovery.
The turnaround is significant, as it is likely to ease the fears of a hard landing in China, underpin global equities,be positive for global commodity prices and benefit emerging markets commodity exporters.
Join us on this call where we explain our case for a turn in the Chinese construction sector and the implications for China, equities, commodity markets and emerging markets outside China.
Speakers on the call will be:
Allan von Mehren, Chief Analyst, China
Jens Nærvig Pedersen, Senior Analyst, Commodities
Jakob Ekholdt Christensen, Chief Analyst, Emerging Markets
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