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 - 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
* China: Korea circle grows more vicious, Jonathan Fenby, 2 Aug 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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