This report moves away from the daily market noise and considers some of the longer-term issues of the Chinese economy.

The Chinese growth story has long been met with skepticism. It is a widely accepted consensus that China’s capital-intensive growth path cannot be sustained and that a rebalancing is badly needed.

  • How sustainable is the investment-driven growth model?
  • How to judge the efficiency of China’s overall capital spending?
  • What’s the fundamental driver of China’s rapid buildup of debt?
  • Is the deleveraging campaign in recent years justified?

 

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What’s in this report

In this report, Yan Wang, Chief EM & China Strategist, sets aside the daily market noise and examines some of the longer-term issues of the Chinese economy.  You will learn:

  • What’s the relationship between investment and productivity?
  • How excessive has Chinese investment become?
  • Why has China’s credit-to-GDP ratio been rising? How alarming is it?
  • What’s behind the Chinese authorities’ on-and-off deleveraging campaign? What’s the impact on the economy?
  • What’s China’s long-term trend growth?

 

Editorial Board

Yan Wang

Chief EM & China Strategist

Chen Zhao

Chief Global Strategist

Tony Boeckh

Editor-in-Chief

David Abramson

Chief US Strategist and Director of Research

Henry Wu

Head of Quantitative Research

Kevin Yulianto

Research Analyst

Xiaocen Wang

Senior Research Analyst

 

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