Chieh-Ju Liao

Analyst, EM Themes & Asia Research
+44 (0) 20 3137 7262

Jonathan Fenby

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

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Recent China research

* China Watch: Q3 GDP, Party Congress and the IMF annual meetings, Michelle Lam, Jonathan Fenby, Larry Brainard, 19 Oct 2017
* China Perspective: Communist Party Congress - What Xi’s new era means, Jonathan Fenby, 18 Oct 2017
* China Perspective: Communist Party Congress - The flaws in Xi’s world order, Jonathan Fenby, 16 Oct 2017
* China Watch: Pressure on housing sales to grow, Bo Zhuang, Jonathan Fenby, Jon Harrison, 12 Oct 2017
* China Perspective: Communist Party Congress - All Xi’s men, Trey McArver, 10 Oct 2017

See all our China research >>

China’s missing links

Overview

Building up domestic consumption and stepping up investment in high-tech sectors are key objectives in the government’s quest to rebalance China’s economy away from its export dependence. The development of logistics, critical to both these goals, will receive preferential treatment under the new Five-Year Plan and will be positioned for dynamic growth. Investors looking for strategies to capitalize on the new Plan should therefore focus on the logistics companies that will lead...

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