Sector Perspectives

Property

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Insights

Central banks and governments rein in stimulus

COVID-19 related restrictions and disruptions are slowing growth and raising inflation

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City life returns - slowly

The pandemic emptied cities: people are now returning – but for recreation rather than work

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Global boom and bottlenecks

Supply shortages affect the near-term outlook for the global industrial cycle

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Beijing needs reforms, not policy shifts

Mainland China’s uneven recovery requires reforms, not sharp changes in policy.

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