Jonathan Fenby

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

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Recent China research

* China: The Party tilts at big business, Jonathan Fenby, 23 Jun 2017
* China Watch: MSCI doesn’t drive inflows, reform does, Michelle Lam, Trey McArver, Oliver Brennan, 22 Jun 2017
* China Watch: The tide is slowly turning, Michelle Lam, Trey McArver, Larry Brainard, 15 Jun 2017
* Trump’s Korea play stalls, Jonathan Fenby, 15 Jun 2017
* China Watch: China’s FX policy and the dollar, Michelle Lam, Trey McArver, Larry Brainard, 8 Jun 2017

See all our China research >>

China pushes its luck

Overview

China’s emergence from the era during which it followed Deng Xiaoping’s advice “hid brilliance and bided time” has been manifest this month on three inter-connected fronts. The new course of foreign policy being traced by Xi Jinping – which is essentially a shift to a more assertive stance towards the US and smaller regional powers – is set to become a significant element in global politics until Xi steps down from office in 2022. It is important for investors both because of the...

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