Bo Zhuang

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

How can we help?

To learn more about our services get in touch on +44 20 7246 7800 or sales@trustedsources.co.uk.

Recent China research

* China: The Party tilts at big business, Jonathan Fenby, 23 Jun 2017
* China Watch: MSCI doesn’t drive inflows, reform does, Michelle Lam, Trey McArver, Oliver Brennan, 22 Jun 2017
* China Watch: The tide is slowly turning, Michelle Lam, Trey McArver, Larry Brainard, 15 Jun 2017
* Trump’s Korea play stalls, Jonathan Fenby, 15 Jun 2017
* China Watch: China’s FX policy and the dollar, Michelle Lam, Trey McArver, Larry Brainard, 8 Jun 2017

See all our China research >>

China’s economic weakness to persist into Q2 with potentially explosive debt dynamics

Overview

After the Communist Party Plenum last November, market sentiment was generally positive towards the Xi-Li administration because of its commitments to reform. However this optimism has been punctured by negative news reported so far this year: the weakening PMIs; defaults involving trust loans and corporate bonds; renminbi depreciation; sluggish export growth; falling housing sales; and intensifying PPI deflation. The lagged impact of tighter domestic credit conditions since...

* Access to this publication is restricted

Request access

If you would like to read this publication, please enter your name and email address below:

Alternatively please call us on +44 20 7183 5280, or email sales@trustedsources.co.uk.

Already registered?