Jonathan Fenby

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

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Recent China research

* China: The Party tilts at big business, Jonathan Fenby, 23 Jun 2017
* China Watch: MSCI doesn’t drive inflows, reform does, Michelle Lam, Trey McArver, Oliver Brennan, 22 Jun 2017
* China Watch: The tide is slowly turning, Michelle Lam, Trey McArver, Larry Brainard, 15 Jun 2017
* Trump’s Korea play stalls, Jonathan Fenby, 15 Jun 2017
* China Watch: China’s FX policy and the dollar, Michelle Lam, Trey McArver, Larry Brainard, 8 Jun 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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