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Recent China research

* China: Beijing tightens its grip on Hong Kong, Jonathan Fenby, Michelle Lam, 27 Mar 2017
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Beijing’s dilemma

Overview

This is the first publication of our China In Depth service, click here for more detail.

Policymakers must decide between two unpalatable options: allow debt to rise too fast or allow further RMB depreciation. The outcome will probably be a halfway house, with a 5-10% depreciation over the next 12 months and continued increase in debt ratios. We look at Beijing’s political priorities in order to provide a timetable in the context of Japan’s unstable monetary framework, Fed...

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