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Recent China research
|China: Beijing tightens its grip on Hong Kong, Jonathan Fenby, Michelle Lam, 27 Mar 2017|
|China: Beijing's balancing act, Bo Zhuang, Freya Beamish, Michelle Lam, Trey McArver, 23 Mar 2017|
|US-China: Rising dangers of incoherence, Jonathan Fenby, 23 Mar 2017|
|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|
See all our China research >>
Investment implications of China’s new technology import guidelines
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...