recovery

china recovery

China’s Recipes For Its Most Difficult Year: Margin And Economic Policies

CaixaBank Research | China is responding with economic policy space to deal with the coronavirus. On the one hand, measures will be taken in 1H20 to support the sectors having the greatest difficulties. On the other hand, a significant fiscal stimulus package is expected to provide investment in the 2H20. The set of measures will be beneficial, as they will facilitate a full recovery of China’s economy, although they will also increase the deficit in a country with an already high level of corporate debt (150% of GDP).



Spain’s real estate sector: from recovery to expansion

Spain’s Real Estate Sector: From Recovery To Expansion

House sales have been posting double-digit figures for the past three years, there is strong growth in construction and prices are clearly on the up. What will the future bring? As explained in the next report from Caixabank Research, this positive trend is expected to continue in the sector, both because of the Spanish economy’s good performance and also the healthy state of the industry itself.


Spain’s export map is changing

The Spanish Exports Map Is Transforming

Enrique Fanjul (Real Instituto Elcano) | There has been a lot written lately about the role of the foreign sector as the driver of the Spanish economy’s recovery. There have also been some very interesting academic papers published, which provide us with more details of the new configuration of Spanish exports. The exports map is changing, with non-tourism services an increasingly more important segment.


Capital hikes of Spanish companies record high

Clouds Over US Outlook, Sunshine In Europe

While the euro area managed to sustain its upbeat momentum over the summer months , market doubt s about the trajectory of the US recovery have started to deepen. As economic growth becomes less dependent on accommodative monetary policy, markets are increasingly focusing on politics and the ability of governments to implement fiscal and structural reforms.



Spain home market

Can The Solid Recovery Of Spanish Property Market Be Sustainable?

J.L.M. Campuzano (Spanish Banking Association) | The current strong recovery of Spanish housing market has re-opened the debate about its sustainability. Some figures could support it is. According to last Bank of Spain’s data, the net wealth of the Spanish families is rising at 6.9% on a y-o-y basis. It currently exceeds 119.4 % of GDP. As regards to housing wealth, it now means 420% of GDP. Also a better financial position of families with a debt level at 63.4 % of GDP very near the European average.



Spain home market

Spain’s Housing Market: The Recovery Continues, The Problems Grow

Julio Rodríguez | The economic recovery continues to boost a market which has seen prices rise 10.8% in the last three years. But this dynamism contrasts with the problems for accessing the housing market which young aspiring home owners are experiencing. A more energetic government policy is required to establish a pool of homes for rent and strengthen the creation of social housing.

 


Car manufacturers

Car Manufacturers Have A Hard Time In 2017

Concerns about auto sector in 2017 are rising as US president-elect Donald Trump threats against US companies relocating their production to Mexico. Local players have capitulated to the President-elect’s dictates- Ford cancelled plans to build a new Mexican plant- which suggests that the industry’s spine is a weak one after all as it lobbies its way into the new balance of power.