Epstein File EFTA00749974: Perry and Construction (DS9)

Epstein Index›Documents›EFTA00749974

⚡IMPACT LEVEL 3 — NOTEWORTHY

Epstein File EFTA00749974: Perry and Construction (DS9)

General DocumentDate unavailableEFTA007499741 keyword hits

0

views

0

shares

0

reactions

1

persons

1

keywords

4

excerpts

This document contains investment analysis and market commentary discussing urban migration, construction demand, and commodity markets. It references Perry Capital's investment positions, including a short position on the Japanese yen and commentary on quantitative easing. The document discusses macroeconomic trends including expected price drops in Chinese real estate markets and copper demand from transportation, refining, power, and construction sectors.

👤 Named in This Document

Perry

🔑 Evidence Keywords

construction

📋 Key Excerpts4

PersonKeyword

Excerpt 1

Urban Migration: +300MM expected to migrate into cities over next decade driving consumer demand and **construction** demand (currently 54% of population is

Excerpt 2

Expect a 20% drop in prices in Beijing and Shanghai. - home sales lead new **construction** starts.

Excerpt 3

Short term nervous on copper but long term V bullish as biggest users of copper are transportation, refining, power and **construction** - State wants more