China on the Eve of Reform

February 4, 2014 News No comments

pdf Third Plenum Outlook by DJ Peterson Dec 12, 2013

Third Plenum Outlook

Trip Report: China on the Eve of Reform

DJ Peterson
December 12, 2013

This note presents observations from a recent visit to China. A number of themes dominated discussions, including consumer sentiment, investment patterns, and the environment. The visit coincided with a landmark Central Committee meeting at which the new leadership rolled out its economic policy roadmap. The direction China would take in the near-­ and medium terms was on everybody’s mind and discussants offered a wide disparity in views and reserved outlooks for the future.

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