Stephen O'Sullivan

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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
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* China Watch: The profit cycle – still some way to go, Michelle Lam, Trey McArver, Larry Brainard, 30 Nov 2017
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Gas demand slowdown in China affects broader economy

Overview

Q1/15 figures confirm that Chinese gas demand is slowing from the rapid growth rates of recent years. Although demand does continue to grow, it is not growing at the rate that has been widely expected. This raises the question of how much gas infrastructure China really needs....

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