Jonathan Fenby

Director of China Research
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Recent China research

* China Watch: Resilience as headwinds are building, Michelle Lam, Trey McArver, Jon Harrison, 17 Aug 2017
* China Perspective - Korea, China, US: Edging towards Brink, Jonathan Fenby, 14 Aug 2017
* China Watch: Why the growth path will be bumpier after the Party Congress, Bo Zhuang, Jon Harrison, Trey McArver, 10 Aug 2017
* Korean crisis grows more dangerous, Jonathan Fenby, 9 Aug 2017
* China Watch: Corporate earnings recovery boosts sentiment, Bo Zhuang, Larry Brainard, Trey McArver, 3 Aug 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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