Justine Moxham

Analyst, China Research

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Dealing with industrial overcapacity

Overview

Investor concern is widespread that continuing rapid increases in fixed asset investment could lead to excess capacity in Chinese industries. The government’s potential response will be critical to understanding the future investment environment for major sectors.

A case study of cement, which was the first sector to suffer the effects of overcapacity in 2004-05, provides pointers to Beijing’s broader approach and to the obstacles it will face. Forced to deal with cement...

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