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: More debt, higher rates, “stable” RMB, Bo Zhuang, Trey McArver, 17 Mar 2017
* China: Not the healthy growth mix you hope for, Michelle Lam, 16 Mar 2017
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* China: Caution prevails in Beijing, Bo Zhuang, Michelle Lam, Trey McArver, 9 Mar 2017
* China: Benign outlook hinges on Fed moves, Bo Zhuang, Jonathan Fenby, 8 Mar 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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