Public Post China – property weakness still key The PBC's Q1 depositor surveys show that it is less consumption sentiment per se that is weak than consumer price and property expectations. In this context, the news that the Politburo is studying ways to reduce property inventories is potentially significant for the macrocycle this year.
Public Post China – slower in March The consensus on China has improved in recent weeks, but there's nothing in the Q1 activity release to reinforce that shift.
