China's August Factory PMI at 51.3 According to Poll

The transcript discusses the implications of economic data, focusing on investment and leverage trends. It highlights the challenges of sustaining growth in a credit-dependent economy and the potential deceleration in growth post-party Congress. The discussion also covers the impact of infrastructure booms and export trends, noting the slowing pace of leverage increase and its effects on future growth.

In what ways has foreign demand impacted domestic investment?

What trends are observed in the construction boom and its effects on base metals?