Trusted Sources China Team

Jonathan Fenby, Bo Zhuang and Fergus Naughton

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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
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* 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 >>

The big transition: How Chinese investors are connecting with the world

Overview

China this week announced its lowest quarterly growth in six years along with weak figures for exports, industrial production and consumption as well as the 37th straight month of falling factory gate prices, but the stock markets in Shanghai, Shenzhen and Hong Kong stormed on with their rally. This latest demonstration of the bifurcation between the performance of the China's real economy and the way markets move in the Mainland and Hong Kong is striking for the scale and speed of...

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