Jonathan Fenby

Director of China Research
+44 (0)20 3008 5764

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Recent China research

* China Watch: Resilience as headwinds are building, Michelle Lam, Trey McArver, Jon Harrison, 17 Aug 2017
* China Perspective - Korea, China, US: Edging towards Brink, Jonathan Fenby, 14 Aug 2017
* China Watch: Why the growth path will be bumpier after the Party Congress, Bo Zhuang, Jon Harrison, Trey McArver, 10 Aug 2017
* Korean crisis grows more dangerous, Jonathan Fenby, 9 Aug 2017
* China Watch: Corporate earnings recovery boosts sentiment, Bo Zhuang, Larry Brainard, Trey McArver, 3 Aug 2017

See all our China research >>

China: What happens when the money runs out?

Overview

Recent economic numbers have fostered expectations that China has beaten the downturn and that its stimulus package has set the scene for sustained recovery. Data over the summer are likely to add to this optimism owing to the sheer scale of the fiscal and monetary programme, totalling Rmb9 trillion (US$1.3 trillion). However, our view is that while the government will be able to achieve rising growth rates in the coming quarters, the quality of that growth will be in question as...

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