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China: Beyond the 19th Party Congress

China: Beyond the 19th Party Congress

Overview


Towards the end of 2017, China’s Communist Party will hold its most important political event in five years, the 19th Party Congress. There, party members will select a new set of leaders and set policy direction for the next half-decade. The significance of this year’s event cannot be understated; what China’s leaders do next will set the stage for the future of China’s development.

The outcome and subsequent path Chinese leaders decide to pursue is of critical importance to anyone invested in China; businesses will experience very different conditions under different scenarios. This report will help executives recognize which scenario they are facing and help them align their plans accordingly.

What you will learn

  • What is the outlook for China's economy
  • How will the new leadership shape the policy agenda going forward
  • Learn about the Upside, Downside and Base Case scenarios that all business leaders should be monitoring
What you will receive
  • Immediate access to the 27-page PDF report
  • Exclusive email updates covering emerging markets business topics
  • Special discounts on future report purchases


Executive Summary
Implications for Businesses
China’s Economy is Reaching a Tipping Point
China’s Economy Has Become Imbalanced
Stimulus Has Led to Dangerously High Debt
China’s Growth Model Has Run Out of Steam
Beijing is Boosting Short-Term Growth
Beijing Has Yet to Tackle Financial Reform
China Risks Japanese-Style Stagnation
The Politics of Reform
New Leadership to Set Reform Agenda
Reform Agenda Timeline
Beyond the Party Congress: Reform Scenarios
Implications for Businesses
Beyond the 19th Party Congress: Scenarios
Downside
Base Case
Upside
About Frontier Strategy Group

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