Managing Director and Chief China Economist
Bo Zhuang joined TS Lombard in 2007 as an economist and went to Beijing three years later to establish the TS Lombard office which he heads. In his analysis he draws on his local experience, extensive travel through China and a network of expert sources. He focuses on China’s growth transition and the way its top-down policies affect the real economy. The main themes he covers include the country’s political-business cycle, shadow banking, municipal bonds, SOE reform, local government debt and the labour market. He has successfully called macro-economic developments since 2008, including growth, deflation, currency, reform, non-bank finance and debt.
Bo has a Master’s degree in economics from the University of Warwick and a Bachelor’s degree in economics and management from the University of London.
Bo Zhuang contributes to the EM Watch and China Watch publications.
EM Watch: Analysis of EM sentiment drivers and fundamental or policy country developments on 10 emerging countries. (Every Monday)
China: Analysis of key economic and policy drivers and what they mean for China related markets. (One note per week)