China’s growth will slow in 2022, including exports

Headline CHINA: Growth will slow in 2022, including exports

Subject Competition moves downstream and into the arena of trade laws. Significance Aluminium is an industrial metal in wide use from cans to aeroplanes and electronics. As with most commodities, demand for the metal has been driven by China's growth and by its increased overall usage. China's aluminium production has grown rapidly since 1990, and competition with rival producers is now intensifying downstream in semi-finished products. Impacts Closures of bauxite mines and aluminium smelting capacity will occur mostly outside of China. Aluminium companies will shift business models to compete on downstream products. Chinese aluminium manufacturers will be scrutinised for potential 'dumping' practices.


Subject Prospects for Africa in the fourth quarter. Significance External headwinds facing sub-Saharan African (SSA) economies are intensifying. Uncertainty over China's growth path adds to the existing strain from lower commodity prices. The aggregate growth average is down, as the two largest economies (Nigeria and South Africa) post disappointing outlooks. Elections are due in Ivory Coast, Guinea and Burkina Faso, where leaders wrestle with post-war or post-coup era settlements. Meanwhile, the delayed Nigerian cabinet will be an important milestone for gauging confidence in the new government.


Headline CHINA: Monetary easing will support growth momentum


Headline CHINA: Trade worries complicate growth-reform balance


Headline CHINA: Downward inflation pressures will resume


Headline CHINA: Fiscal not monetary stimulus will boost growth


Headline CHINA: Growth momentum may have bottomed


Headline CHINA: Growth will stabilise at low levels in 2016


Headline CHINA: Accommodative fiscal stance will support growth


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