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German think tank ZEW: Growth continues to be driven by fiscal measures and is further supported by export momentum.

2026-09-15

German think tank ZEW: Growth continues to be driven by fiscal measures and is further supported by export momentum.

Other News
2026-09-15

Sept 15 — Henan Department of Natural Resources issued a draft notice seeking comments requiring rural construction projects to prioritize stock over new supply, recycling idle homesteads, vacant rural housing, abandoned factories, village offices an

Sept 15 — Henan Department of Natural Resources issued a draft notice seeking comments requiring rural construction projects to prioritize stock over new supply, recycling idle homesteads, vacant rural housing, abandoned factories, village offices and low‑efficiency vacant land. Annual land‑use plans should tilt toward rural projects, with no less than 5% of new plan quotas in principle reserved for key rural industry projects. The province will centrally allocate 10,000 mu (≈667 ha) of plan quota exclusively for rural revitalization land; projects on the provincial major construction list will receive immediate full allocation upon reporting. Land‑use plan support will be increased for national rural revitalization demonstration counties, provincial key assistance counties and key monitoring counties to consolidate poverty‑alleviation gains.
2026-09-15

CITIC Securities research: Metals-sector earnings growth accelerated in 1H2026, led by tungsten, aluminum, lead‑zinc and other rare metals. Copper, rare‑earth magnetic materials, gold and nickel‑cobalt‑tin‑antimony also posted strong gains; lithium s

CITIC Securities research: Metals-sector earnings growth accelerated in 1H2026, led by tungsten, aluminum, lead‑zinc and other rare metals. Copper, rare‑earth magnetic materials, gold and nickel‑cobalt‑tin‑antimony also posted strong gains; lithium swung to profitability. Sector valuations remain broadly reasonable; aluminum, copper, lithium and nickel‑cobalt‑tin‑antimony trade at relatively low multiples and offer re‑rating potential. Industry positioning has returned to neutral and payout ratios slipped, though some sub-sectors still yield above 5%. Looking to H2, the firm expects liquidity shocks to ease, supply disruptions to rise and demand to sustain mild growth; it flags gold, copper, strategic metals, rare earths, aluminum and lithium as key areas to watch.
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