China Research

ISI's China Research team is headed by Donald Straszheim. Bringing our China research effort entirely in-house, we now have a new China office in Los Angeles, are maintaining our China capability in Washington DC and are opening an office in China as well. Don has focused his attention on China from an investment perspective since 1997.

We focus on industries, sectors, regions, topics and policies which form the basis of China's macro conditions and prospects. Appreciating the policy setting and tendencies in Beijing is as important as the data. Perhaps most importantly, we look at how events in China affect the rest of the world. We pay particular attention to the currency, equities, trade, energy, commodities, demographics, capital flows, the consumer, capital spending, and China's increasing global reach.

Sample China Research Report