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China in Ten Issues: Musings on 2017

January 2, 2017

As the transition from December to January often brings both reflection and anticipation, we have been contemplating the changes China underwent in 2016 and use those conclusions to prognosticate the year ahead. Diverging from our typical weekly coverage, this note takes a longer term view, summarizing the ten issues we believe will be the most important for China in 2017.

Topics covered: US-China Relations, South China Sea, Economic Growth, Deleveraging, Non-Performing Loans, State-Owned Enterprise Reform, Currency Movements
 

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The views expressed represent an assessment of market conditions at a specific point in time, are opinions only and should not be relied upon as investment advice regarding a particular investment or markets in general. Such information does not constitute a recommendation to buy or sell specific securities or investment vehicles.