Jonathan Fenby

Director of China Research
+44 (0)20 3008 5764

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Recent China research

* China Watch: Strong global growth a tailwind for China's deleveraging, Michelle Lam, Trey McArver, Larry Brainard, 14 Dec 2017
* China Watch: Outlook for 2018, Larry Brainard, Trey McArver, Michelle Lam, 7 Dec 2017
* China Perspective: North Korea scores, US stuck, Jonathan Fenby, 1 Dec 2017
* China Watch: The profit cycle – still some way to go, Michelle Lam, Trey McArver, Larry Brainard, 30 Nov 2017
* China Watch: China’s road to an automotive superpower, Michelle Lam, Trey McArver, Larry Brainard, Kingsmill Bond, 23 Nov 2017

See all our China research >>

China’s retail sales boom but sector rewards lag

Overview

Rebalancing the economy towards consumption and away from fixed-asset investment and exports is a fundamental policy goal of the Chinese leadership. China’s household consumption is set for strong secular expansion driven by urbanization, rural development, wage increases, subsidies and the introduction of a healthcare scheme that will reduce precautionary saving. We believe that although Chinese retailing is a strong long-term story, portfolio investors will have to wait for...

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