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Recent China research
|China: More debt, higher rates, “stable” RMB, Bo Zhuang, Trey McArver, 17 Mar 2017|
|China: Not the healthy growth mix you hope for, Michelle Lam, 16 Mar 2017|
|China: Regional risk-off rises in growing crisis, Jonathan Fenby, Konstantinos Venetis, 13 Mar 2017|
|China: Caution prevails in Beijing, Bo Zhuang, Michelle Lam, Trey McArver, 9 Mar 2017|
|China: Benign outlook hinges on Fed moves, Bo Zhuang, Jonathan Fenby, 8 Mar 2017|
See all our China research >>
Why China does not reform
Despite China’s extremely limited tolerance of dissent and the emphasis on leadership unity, a debate has erupted among the top leaders about the extent to which continued economic progress requires political reform. This will form the backdrop to the annual Communist Party Plenum in the second half of October, which will discuss the next Five-Year Plan (2011–15), and to the Economic Work Conference in December, which will set broad policy for next...