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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 >>
Steering through China’s decelerating auto sector
Although China’s auto industry will not maintain its breakneck expansion of 2009 and H1/10, we believe that demand potential and government support will produce strong growth by global standards in 2010 and a sustainable pace of growth into the coming decade. Promoting car purchases is an important part of the government’s efforts to rebalance the economy towards consumption-driven growth. However, equity investors in the automotive sector need to be aware of the differences among...