Dian Qu

Analyst, China Research
+44 (0)203 008 5764

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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

See all our China research >>

UPDATE: China's power grid turns on the juice

Overview

For the first time ever, investment in China’s power transmission and distribution was higher than that in generation last year. This underscores the sector’s positive prospects, explained in our research report last November. The investment included Rmb14.7 billion (US$2.2 billion) spent in the last two months of 2008 at the start of the two-year Rmb4 trillion (US$580 billion) stimulus programme focused on infrastructure in which improving the grid will be a major element. The two...

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