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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|
|China: Regional risk-off rises in growing crisis, Jonathan Fenby, Konstantinos Venetis, 13 Mar 2017|
|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 >>
UPDATE: Independent power producers and coal producers in balance of power stalemate
After a particularly bad 2008, the performance of Chinese power generation companies should improve this year, driven by the decline in coal prices from peak 2008 levels and the recovery of power demand expected in H2/09. At the moment generation companies are engaged in a cat-and-mouse game with coal producers over pricing. This has led to an unusual stalemate in negotiations as the generation companies stand firm on their demands for cuts in the coal prices agreed in early 2008....