Bo Zhuang

Chief Economist and Director, China Research
+86 10 5960 3315

Jonathan Fenby

Chairman, China team and Managing Director, European Political Research
+44 20 7246 7880

Fergus Naughton

Senior Analyst, China Research
+86 10 5960 3315

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China outlook for H2/12: Seeking stability

Overview

As China goes into its once-in-a-decade leadership transition later this year, policymakers will aim to create conditions for stable medium- and long-term growth while putting a premium on Communist Party unity after the Bo Xilai crisis. This may disappoint markets short term but offers prospects for a revival of Mainland and Hong Kong stocks in the medium run for those ready to weather the summer and autumn storms....

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