2025 Commodities Outlook_ Desperate Times Call for Desperate measures
Car Care & Cleaning·2025-01-15 07:04
China (PRC) | Building Materials 2025 Commodities Outlook: Desperate Times Call for Desperate measures China concluded the CEWC on Dec 12, making significant adjustments to its macroeconomic policies for 2025. The focus of a "more proactive" fiscal policy and an "appropriately loose" monetary policy is an unprecedented combination. While the stimulus this time is more consumption-focused than FAI-led, this sets the backdrop for a cyclical recovery in commodity demand and stock valuations. Top picks: WCC, CN ...