Jonathan Fenby

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

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Recent China research

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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

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Political confusion besets China’s economic policy, raising risk

Overview

Conversations with a wide variety of sources in China over the past two weeks reveal reasons for growing concern about the way the country’s economic policies are being formulated and implemented. The politicization of decision-making, which we highlighted seven months ago (see our 7 October report China risk rises as the Party extends its reach over the economy), has continued. This has led to a series of mixed messages that reveal the contradictions at the heart of Xi Jinping’s...

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