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 >>

UPDATE: The risk factor in East Asia rises

Overview

The visit by a Japanese envoy to Beijing at the end of January, and Xi Jinping’s reported readiness to consider a summit on the territorial dispute between the two countries, stimulated forecasts that tension in East Asia was about to be eased. Even if this does come about, in our view it would be only a temporary phenomenon. Comparisons of the threat in East Asia today with that in Europe in 1914 are overblown. However, we believe that the China-Japan relationship has undergone a...

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