A health-check on China’s real estate and construction industries: Are we still on life support?
China’s property downturn continues to weigh on the outlook. Can we be hopeful that the economy will successfully decouple from its old property-led growth model? How much of an offset can state-led construction provide as authorities look to prop the economy up? Join us in a discussion between Louise Loo our China Macro-economist and April Skinner our China Construction economist, as we address some of the FAQs around China’s housing and construction sectors and take a pulse-check on property’s multi-year correction process.
Key talking points:
How far does China’s real estate downturn have to go?
What are the longer term implications for building construction?
How much can state-led infrastructure projects prop up the economy?
Will the “New Three” Industries keep the economy afloat?
Supply chain risks and what this means for costs and construction.
Note: Can’t make it to any of the sessions? Feel free to register for any session and we will automatically share the recording with you 3 hours after the webinar has finished.
Louise Loo
Lead Economist
+65 6850 0126
Louise Loo
Lead Economist
Singapore
Louise Loo joined Oxford Economics in 2022, with a focus on Greater China. Prior to OE, she was a senior economist at Morgan Stanley and Goldman Sachs. At Goldman Sachs, she was also an advisor to China MoF with regards to its sovereign credit rating. Louise is originally from Malaysia and has earned Economics and public policy degrees with Sheffield University and Columbia University.
Nicholas Fearnley
Head of Global Construction Forecasting
+61 2 8458 4262
Nicholas Fearnley
Head of Global Construction Forecasting
Sydney, Australia
Dr Nicholas Fearnley is the Head of Global Construction Forecasting, based in Sydney. Nicholas oversees the teams that produce the various construction, mining, and maintenance studies. He works over the full construction spectrum, and regularly presents and provides commentary for both the construction and mining industries.
Nicholas joined Oxford Economics in 2019 after working at Macromontor, where he was responsible for producing regular Australian building construction forecast reports, and bespoke cost escalation and material demand forecasts.
Prior to joining Macromonitor, Nicholas completed a PhD at the University of Sydney with a thesis titled: “A Critical and Quantitative Analysis of the Relationship between Informal Institutions and Economic Development.” He was awarded the Walter Noel Gillies Prize for best PhD thesis in Economics, and his thesis was accepted without edits.
Nicholas has undergraduate degrees in both Accounting and Applied Finance from Macquarie University, and a first class honours degree in Accounting from the University of Sydney with a thesis titled: “Culture and the Measurement Decision Offered by Investment Property”.
April Skinner
Senior Economist, Asia Construction, OE Australia
+61 (0) 2 8458 4231
April Skinner
Senior Economist, Asia Construction, OE Australia
Sydney, Australia
April is the Senior Economist responsible for producing the Asian Construction Service. The service provides comprehensive analysis and forecasts on building and infrastructure construction across 13 countries in Asia including New Zealand. She has experience in econometric modelling and holds a Master’s degree in econometrics and financial economics.
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