ab 21 October 2025 Global Research Mining Strategy China Demand: Signals resilient in Sept-25 China's commodity demand indicators incrementally positive Commodity demand indicators for China in the month of September point to a robust Chinese economy. Industrial production was a strong beat to cons, Retail Sales & GDP growth were in line, while Property weakness deepened. The key catalyst to watch is the 4th Plenum (October 20-23), in which the suggestions for drafting the 15th Five- Year Plan will be revie ...