Jonathan Fenby

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

Dian Qu

Analyst, China Research
+44 (0)203 008 5764

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Recent China research

* China Perspective: Communist Party Congress - The flaws in Xi’s world order, Jonathan Fenby, 16 Oct 2017
* China Watch: Pressure on housing sales to grow, Bo Zhuang, Jonathan Fenby, Jon Harrison, 12 Oct 2017
* China Perspective: Communist Party Congress - All Xi’s men, Trey McArver, 10 Oct 2017
* China Watch: China’s new growth paradigm, Larry Brainard, Bo Zhuang, Trey McArver, 5 Oct 2017
* China Perspective: Communist Party Congress - What to expect from Xi’s power show, Jonathan Fenby, 4 Oct 2017

See all our China research >>

China: Shopping for the best retailers

Overview

China’s retail sector has enjoyed robust growth in the past decade. Although sales are currently affected by the downturn, the sector would be an obvious beneficiary from the sustained growth in consumption needed – and being pushed by central and local authorities – to rebalance the economy. The current build-up of household savings means a large cash pool will be available for spending when confidence returns. Prospects for retail companies should therefore be seen in a positive...

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