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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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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