China Policy Research
SHKFL's China Policy Research provides timely and insightful analysis into the policy events that are shaping China's - and the world's - economy. The research is comprised of daily notes highlighting relevant developments and longer more in-depth pieces (typically two per month) focusing on important themes. Recent reports have covered RMB - USD revaluation, energy policies, food safety, banking regulations, and property development / construction policies to name a few.
China Policy Research is produced by a highly experienced analyst team with excellent local knowledge and many years' experience in their fields of expertise. The team is based in both London and Beijing.
We provide INSIGHTS into:
1. CHINA'S IMPACT ON THE WORLD:
Major concerns for the global economy due to the rise in China
2. GOVERNMENT INFLUENCE:
What it means when the Government owns major companies in strategic sectors, controls economic and industry targets, and reports on performance
When policy change makes a difference. How sector performance is based on government policy
4. CHINESE DEBATES:
Hard or soft landing? Key positions on property, banks, consumer and capital account opening
Our market DIFFERENTIATORS:
KEY STRENGTHS: Chinese focus and expertise
Experienced analyst team with excellent local industry knowledge
SHKFL's BEIJING BUILD-OUT since 2007: Seven-year development
Beijing office provides on-the-ground insights into Chinese government policy
RESEARCH PRODUCT: From policy to investment
Daily, monthly and in-depth reports. Bespoke research capabilities available
ANALYST ACCESS: Insight from the horse's mouth
Meeting analysts in Beijing, Shanghai, London, Hong Kong, New York...
Wherever you are
For an overview of our China Policy Investment Model click LINK