发帖
雷达卡
How does the Communist
Party operate? 4
Power, hierarchy and central organisations 4
A smooth transition would ensure policy continuity 6
Economic challenges and the
reform agenda 9
Supporting growth and creating jobs 9
New leadership’s reform agenda 10
Implications for China’s equity
market 15
The political cycle and stock market performance 15
Enter private capital 17
Investment themes for the new phase of growth 19
Implications for credit 27
Credit challenge for the new leadership 27
Too much of a good thing? 28
Rising corporate bond exposure 29
What LDK Solar tells us 29
Disclosure appendix 32
Disclaimer 35
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