Dian Qu

Analyst, China Research
+44 20 3137 7263

Jonathan Fenby

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

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* China Watch: Outlook for 2018, Larry Brainard, Trey McArver, Michelle Lam, 7 Dec 2017
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Investment implications of China’s new technology import guidelines

Overview

Investors looking for ways to play China’s new 2011-15 Five-Year Plan (FYP) should consider foreign exporters in sectors singled out for support under an ambitious framework aiming to achieve a structural shift towards developing higher-value-added industries. Those sectors were identified in our report last year ahead of the formal approval of the 12th Five-Year Plan by the Communist Party Plenum in October 2010 and the National People’s Congress in March 2011. Two months after...

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