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Recent China research
|Korea: Jaw Jaw, not War War – for now, Jonathan Fenby, 28 Apr 2017|
|China: Regulators get serious, Larry Brainard, Michelle Lam, Trey McArver, 27 Apr 2017|
|China’s long march to LNG, Stephen O'Sullivan, 26 Apr 2017|
|China: Outperformance, Bo Zhuang, Jonathan Fenby, Larry Brainard, Michelle Lam, Trey McArver, 20 Apr 2017|
|China: Approaching the mini-cycle’s peak, Michelle Lam, 13 Apr 2017|
See all our China research >>
How China boosts and bedevils Mongolia’s mining promise
Recent positive news on progress at Mongolia’s biggest mining projects must be tempered by the impact of emerging government policies designed to limit Chinese influence in the country. Spurred on by its demand for minerals, China has been Mongolia’s biggest trading and foreign investment partner since 1999. But the coalition in power in Ulaanbaatar is trying to play off Russia against its big southern neighbour, and investors must take into account negative factors stemming from...