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Recent China research

* China Watch: Q3 GDP, Party Congress and the IMF annual meetings, Michelle Lam, Jonathan Fenby, Larry Brainard, 19 Oct 2017
* China Perspective: Communist Party Congress - What Xi’s new era means, Jonathan Fenby, 18 Oct 2017
* China Perspective: Communist Party Congress - The flaws in Xi’s world order, Jonathan Fenby, 16 Oct 2017
* China Watch: Pressure on housing sales to grow, Bo Zhuang, Jonathan Fenby, Jon Harrison, 12 Oct 2017
* China Perspective: Communist Party Congress - All Xi’s men, Trey McArver, 10 Oct 2017

See all our China research >>

China makes a splash

Overview

Record orders for new cargo vessels mean that shipyards across the globe are running at full capacity, led by dry-bulk carriers to carry raw materials, particularly to China. At the lower end of the shipbulding market, the PRC is rapidly expanding its yards and enjoys significant comparative advantages over its main rivals, Japan and South Korea. Its shipbuilders are turning to the capital markets to fund their growth, offering equity investors access to a booming sector.

The...

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