Property: China’s best option to counter the coming slowdown in growth
China has become crucial for the international outlook, and its impact is felt globally. Its ability to maintain its recovery from the downturn of late 2008 and to move towards a new model are the key factors in the medium-term outlook. We analyse the macro-economic and political factors at work and relate these to relevant areas such as infrastructure, industry and trade in order to produce uniquely rounded and compelling insights.
Our in-depth knowledge, analytical skills and sources enable us to track the often opaque politics and policy developments to provide a rounded picture of how China is moving. This goes well beyond the frequently confused (and confusing) monthly data and instant analysis based on the immediate numbers. A key element in this is our analytical knowledge of how policy is framed and the factors affecting key issues such as inflation, the fiscal balance, currency and monetary policy, and social stability.
The mainland has a "good" crisis, returning to strong growth, maintaining employment and boosting exports. But each of these successes faces further challenges in 2010-11 when we expect growth rates to level off and international tensions to rise while China will resist currency appreciation and take a more assertive international approach.
The scale of the issues at play in China and the role of the government in directing the economy makes our model of policy research particularly appropriate by analysing both macro-economic trends and the effect on specific sectors. Only by melding the economic numbers with social pressures and political objectives of the leadership can one get a true picture of China's evolution in both a domestic and a global context.
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