+44 (0)20 3008 5764
How can we help?
To learn more about our services get in touch on +44 20 7246 7800 or firstname.lastname@example.org.
Recent China research
|Korea: Jaw Jaw, not War War – for now, Jonathan Fenby, 28 Apr 2017|
|China: Regulators get serious, Larry Brainard, Michelle Lam, Trey McArver, 27 Apr 2017|
|China’s long march to LNG, Stephen O'Sullivan, 26 Apr 2017|
|China: Outperformance, Bo Zhuang, Jonathan Fenby, Larry Brainard, Michelle Lam, Trey McArver, 20 Apr 2017|
|China: Approaching the mini-cycle’s peak, Michelle Lam, 13 Apr 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...