Fergus Naughton

Senior Analyst, China Research
+86 10 5960 3315

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Recent China research

* 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
* China Watch: Financial liberalisation - a step forward, Jon Harrison, Michelle Lam, Trey McArver, 16 Nov 2017

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How China’s white goods sector will cope with slowing sales

Overview

After experiencing strong growth backed by subsidies in the 2008 stimulus package, China’s home appliance industry is widely forecast to be in for a rough ride over the next two years. But we believe that despite downside risks to sales over the next 12 months, the sector has fundamentally sound medium- and long-term growth...

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