What’s next for China and should it still form part of your portfolio? These charts tell all...

By Douglas Reed, economist Emerging and Asian Equities team at Newton1

In addition to being the world’s second largest economy, China is also set to account for 35% of global growth over the next two years, according to the latest forecast by the World Bank.2 However, the country is also plagued by structural challenges, most notably the uncomfortable legacy of a massive state-inspired credit expansion in the wake of the financial crisis. As such, the country is attempting a tricky transition from a credit-fuelled growth model that is overly reliant on investment to one more driven by private consumption and services

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