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Recent China research
|China: Beijing tightens its grip on Hong Kong, Jonathan Fenby, Michelle Lam, 27 Mar 2017|
|China: Beijing's balancing act, Bo Zhuang, Freya Beamish, Michelle Lam, Trey McArver, 23 Mar 2017|
|US-China: Rising dangers of incoherence, Jonathan Fenby, 23 Mar 2017|
|China: More debt, higher rates, “stable” RMB, Bo Zhuang, Trey McArver, 17 Mar 2017|
|China: Not the healthy growth mix you hope for, Michelle Lam, 16 Mar 2017|
See all our China research >>
China: What happens when the money runs out?
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...