China virus check – week ending September 14, 2020

CHINA ADVISORY - Report 17 Sep 2020 by Andrew Collier

A few signs of weakness emerged in the latest batch of data for early/mid September. Auto sales remain strong, but property demand began to weaken, as did film box office. It is too early to point to a sustained downturn in consumer demand although it is possible that the period of pent-up demand has abated.

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