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Recent China research
|Korea: Jaw Jaw, not War War – for now, Jonathan Fenby, 28 Apr 2017|
|China: Regulators get serious, Larry Brainard, Michelle Lam, Trey McArver, 27 Apr 2017|
|China’s long march to LNG, Stephen O'Sullivan, 26 Apr 2017|
|China: Outperformance, Bo Zhuang, Jonathan Fenby, Larry Brainard, Michelle Lam, Trey McArver, 20 Apr 2017|
|China: Approaching the mini-cycle’s peak, Michelle Lam, 13 Apr 2017|
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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...