Commodities Woes
Perilous state of Chinese economy is a cause of concern for commodities producers as China consumes more steel, aluminium, zinc, coal, copper, cobalt, and lithium, than EU and India combined
chinese economy
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April 2020
India's economy set to eclipse China, U.S. by 2080
India to have GDP 90% larger than China’s and 30% larger than the US by the end of the century
Chinese exports to US decline; India, Mexico, Vietnam compensate
The report suggests that computers and electronics exports from Vietnam, India, and Taiwan to the US witnessed the steepest growth during this period with a CAGR of 42%, 38%, and 27%, respectively.
As Chinese economy slows, India's GDP to grow 7% in 2026: S&P
Asia-Pacific's growth engine to shift from China to South and Southeast Asia, says S&P Global Ratings
IMF raises India’s FY24 growth forecast to 6.3% on consumption boost
IMF says growth in India will remain strong, with an upward revision of 0.2 percentage points for 2023
China's ageing population, smaller workforce will affect most sectors: Moody's
The declining labour contribution to growth will be a key drag on China's economic potential over the long term, says Moody's
Current market consensus is to buy China and trim India exposure: Goldman Sachs
Despite a slow top-line growth, Sunil Koul of Goldman Sachs believes India Inc will deliver better margins on improved efficiencies and lower commodity prices.
China’s road to recovery could be lengthier
Weak external demand and people’s high level of vigilance against a possible ‘second wave’ of infection seem to drag on the recovery of the Chinese economy, says the Pictet Group.
