Jonathan Fenby

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

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Recent China research

* 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
* Can the US win in China’s LNG market?, Stephen O'Sullivan, 8 Jun 2017

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How China boosts and bedevils Mongolia’s mining promise

Overview

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...

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