Jonathan Fenby

Chairman, China team and Managing Director, European Political Research
+44 20 7246 7880

Trey McArver

Director, China Research
+44 20 7246 7894

Bo Zhuang

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

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Recent China research

* China Perspective: Communist Party Congress - What Xi’s new era means, Jonathan Fenby, 18 Oct 2017
* China Perspective: Communist Party Congress - The flaws in Xi’s world order, Jonathan Fenby, 16 Oct 2017
* China Watch: Pressure on housing sales to grow, Bo Zhuang, Jonathan Fenby, Jon Harrison, 12 Oct 2017
* China Perspective: Communist Party Congress - All Xi’s men, Trey McArver, 10 Oct 2017
* China Watch: China’s new growth paradigm, Larry Brainard, Bo Zhuang, Trey McArver, 5 Oct 2017

See all our China research >>

China Monitor: Call to arms or cry of alarm?

Overview

The top-level debate about the direction of China’s economy has escalated with a highly negative full-page article in the Communist Party’s flagship newspaper, People’s Daily, forecasting an “L-shaped” economic trajectory in the coming years, rejecting dependence on fresh stimulus measures and highlighting the dangers of increased leverage. The 11,000-character article appears to be recognition that economic policy needs a major overhaul. The question is whether the political system...

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