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Recent China research
|China: More debt, higher rates, “stable” RMB, Bo Zhuang, Trey McArver, 17 Mar 2017|
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|China: Caution prevails in Beijing, Bo Zhuang, Michelle Lam, Trey McArver, 9 Mar 2017|
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China’s missing links
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...