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Investment implications of China’s new technology import guidelines,
Dian Qu,
Jonathan Fenby,
24 May 2011
Updated official catalogue reveals fast-tracked “shopping list” | Innovation/development |
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China’s nuclear reality check,
Jonathan Fenby,
Chieh-Ju Liao,
5 May 2011
Japan’s disaster has spurred a move towards more rational sector development and safer technology | Infrastructure/industry |
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China orchestrates its political transition,
Jonathan Fenby,
10 Apr 2011
Stability first as Xi Jinping expands his game | Politics/governance |
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China’s inland move gets real,
Bo Zhuang,
Jonathan Fenby,
6 Apr 2011
Local land and tax policies sweeten the pot | Macro policy |
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Why China’s rubber-stamp legislature session mattered,
14 Mar 2011
| Politics/governance |
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China resumes investment in power grid with a vengeance,
Dian Qu,
1 Mar 2011
New focus on improving technology content and innovation | Infrastructure/industry |
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Why China is not Egypt,
22 Feb 2011
| Politics/governance |
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Implications of China’s growing dependency on grain imports,
Deepak Gopinath,
11 Feb 2011
Recent corn imports signal a shift but the transition will be gradual | Macro policy |
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Why China can live with higher inflation,
Larry Brainard,
3 Feb 2011
Policymakers are surprisingly sanguine about the outlook; investors should understand why | Macro policy |
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China’s property tax whimper: Why Beijing does not act more forcefully,
2 Feb 2011
| Infrastructure/industry |
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China’s 2011 policies shape up as tough abroad, soft at home,
21 Jan 2011
| Politics/governance |
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Urban rail is the ticket to economic rebalancing,
Dian Qu,
7 Jan 2011
Beijing’s strong oversight means more viable projects | Infrastructure/industry |
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China’s missing links,
Chieh-Ju Liao,
Jonathan Fenby,
17 Dec 2010
New investments in logistics will be a top priority of the new Five-Year Plan. | Infrastructure/industry |
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China’s mixed message spells trouble,
15 Dec 2010
| Macro policy |
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Brazil front and centre for Chinese overseas investment,
Elizabeth Johnson,
Jonathan Fenby,
16 Dec 2010
Securing natural resources is only part of China’s strategy | Macro policy |
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Why China’s food inflation won’t go away,
Jonathan Fenby,
Dian Qu,
Chieh-Ju Liao,
3 Dec 2010
Government measures only tinker with the problem | Consumer/agriculture |
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China’s industrial development model,
Jonathan Fenby,
Dian Qu,
Chieh-Ju Liao,
18 Nov 2010
How the mega-state operates | Innovation/development |
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China blows cold and hot,
12 Nov 2010
| Politics/governance |
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The reality behind China’s healthcare prescription,
Dian Qu,
Jonathan Fenby,
5 Nov 2010
The programme’s strong start belies the difficulties ahead | Consumer/agriculture |
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Rare earths and China’s high-tech ambitions,
Deepak Gopinath,
21 Oct 2010
A whatever-it-takes attitude towards moving up the value chain poses challenges for India and the West | Innovation/development |
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China targets economic “breakthrough” and confirms a new leader,
20 Oct 2010
| Politics/governance |
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The opportunities in China’s 12th Five-Year Plan,
Bo Zhuang,
Jonathan Fenby,
Larry Brainard,
13 Oct 2010
New industries and regional development will be favoured | Macro policy |
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Cautious measures will not curb property momentum,
4 Oct 2010
| Macro policy |
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Why China does not reform,
Jonathan Fenby,
30 Sep 2010
Top-level debate will not change the outcome | Politics/governance |
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What China’s energy conservation drive means for steel and bulk commodities,
Deepak Gopinath,
23 Sep 2010
The biggest risk to the outlook is not steel production cutbacks but a delay in expected policy easing | Infrastructure/industry |
