Larry Brainard

Chief Economist
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Dian Qu

Analyst, China Research
+44 (0)203 008 5764

Justine Moxham

Analyst, China Research

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Recent China research

* China Watch: Resilience as headwinds are building, Michelle Lam, Trey McArver, Jon Harrison, 17 Aug 2017
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Where are China’s new growth drivers?

Overview

A return to the traditional investment-led economic strategy will be impossible once the boost from the current stimulus package loses steam in the next two-three years. China will of necessity be turning inward to develop new growth drivers. This transition will take at least four-six years, during which time economic expansion is likely to remain weak compared with past trends.

The biggest untapped gains in productivity lie in the accelerated transfer of rural labour into the...

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