Jonathan Fenby

Director of China Research
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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 >>

How China's rural deficit impedes recovery

Overview

For political and social reasons, the Chinese government is seeking to boost the countryside where more than 700 million of its people still live. Increasing their incomes and consumption is seen as a key element in making the economy less dependent on fixed asset investment and exports. But the current rural stimulus package of subsidies, abolition of taxes, increased grain prices and purchasing incentives will have limited impact because it goes in the wrong direction by...

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