My Value Partners Group 惠理集团 Investment Case

China Macroeconomics & Academia

Christopher Balding

Macroeconomics

This week China held the Central Economic Working Committee in Beijing to set the official economic policy agenda for 2018.  In reality, there are few surprises but it is worth noting a few points beyond the basic data worthy of note.Deleveraging:   There is some debate as to whether deleveraging is being emphasized as in previous years or whether it is being de-emphasized.  The word itself was not contained in the primary documents but was contained in other documents, but then primary…

This week China held the Central Economic Working Committee in Beijing to set the official economic policy agenda for 2018.  In reality, there are few surprises but it is worth noting a few points beyond the basic data worthy of note.Deleveraging:   There is some debate as to whether deleveraging is being emphasized as in previous years or whether it is being de-emphasized.  The word itself was not contained in the primary documents but was contained in other documents, but then primary…

China Central Economic Working Committee Update