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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: China's power grid turns on the juice
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...