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Recent China research
|Korea: Jaw Jaw, not War War – for now, Jonathan Fenby, 28 Apr 2017|
|China: Regulators get serious, Larry Brainard, Michelle Lam, Trey McArver, 27 Apr 2017|
|China’s long march to LNG, Stephen O'Sullivan, 26 Apr 2017|
|China: Outperformance, Bo Zhuang, Jonathan Fenby, Larry Brainard, Michelle Lam, Trey McArver, 20 Apr 2017|
|China: Approaching the mini-cycle’s peak, Michelle Lam, 13 Apr 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...