Fixing China’s real estate sector is critical for economic recovery: CIO | Metals Mine

  • Fixing China’s real estate sector is critical for economic recovery: CIO

    From cnbc.com

    George Maris of Principal Asset Management discusses the challenges in investing in China, and the need for more ‘targeted’ policy support to encourage domestic consumption.
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ZforexCM
Nov 17, 2025 1:27am
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Global Markets Mixed on Data Delays (11.17.2025)

China’s disappointing data weighed on regional sentiment as investment, industrial output, and retail sales weakened, pressuring the yuan. Gold held near 4,080 dollars ahead of key U.S. releases and silver approached 54 dollars on supply risks, strong Indian demand, and its new U.S. critical-minerals status.

Offshore Yuan (USDCNH)
The offshore yuan slipped to around 7.11 per dollar, pulling back from last week’s two-week high as weak Chinese data dampened sentiment.

Fixed-asset investment fell 1.7% in January-October, while industrial output slowed to 4.9% and retail sales grew just 2.9%, the softest in over a year. Despite a slight improvement in unemployment, the weak data and an unexpected export decline heightened concerns over China’s outlook, even after ¥1 trillion in stimulus since late September. China-Japan tensions were also under the lens after Beijing warned citizens against traveling or studying in Japan.

Technically, USD/CNH is testing resistance at 7.1160, while support is seen near 7.0820.
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