Bo Zhuang

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

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Recent China research

* China Watch: Strong global growth a tailwind for China's deleveraging, Michelle Lam, Trey McArver, Larry Brainard, 14 Dec 2017
* China Watch: Outlook for 2018, Larry Brainard, Trey McArver, Michelle Lam, 7 Dec 2017
* China Perspective: North Korea scores, US stuck, Jonathan Fenby, 1 Dec 2017
* China Watch: The profit cycle – still some way to go, Michelle Lam, Trey McArver, Larry Brainard, 30 Nov 2017
* China Watch: China’s road to an automotive superpower, Michelle Lam, Trey McArver, Larry Brainard, Kingsmill Bond, 23 Nov 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...

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