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Recent China research
|China: Beijing tightens its grip on Hong Kong, Jonathan Fenby, Michelle Lam, 27 Mar 2017|
|China: Beijing's balancing act, Bo Zhuang, Freya Beamish, Michelle Lam, Trey McArver, 23 Mar 2017|
|US-China: Rising dangers of incoherence, Jonathan Fenby, 23 Mar 2017|
|China: More debt, higher rates, “stable” RMB, Bo Zhuang, Trey McArver, 17 Mar 2017|
|China: Not the healthy growth mix you hope for, Michelle Lam, 16 Mar 2017|
See all our China research >>
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...