Update alerts
Liquidity withdrawals continue
30 Jul| The People's Bank of China, the central bank, withdrew a further Rmb 84bn through open market operations this week, following a withdrawal of Rmb 81bn last week.
First tier city transaction volumes rise to highest level in three months
29 Jul| Real estate transaction volumes in first tier cities rose to their highest level in almost three months during the week ending July 28. Meanwhile, iron ore prices increased for the second consecutive week following a declining trend that has persisted for almost three months. Steel prices, however, were mixed - rebar's recent price rebound moderated, while hot and cold rolled coil prices continued to rise.
Central bank reverses trend of net injections as liquidity pressures ease
23 Jul| The People's Bank of China, the central bank, withdrew Rmb 81bn through open market operations this week, reversing the trend of net liquidity injections that has persisted for eight consecutive weeks. The move confirms our prediction (CC July 9 Update Alert) that the sharp liquidity shortage in the financial system would ease following the Agricultural Bank of China's IPO and the conclusion of the first half reporting period.
Latest issue
29 July 2010
Download issueEditor's View
Watching the policy cycleThe Big Call
Manufacturers rush inland
The migration of industrial capacity from the east and south coasts to hinterland cities is speeding up, spurring a host of fundamental changes in its wake.
Consumer China
Mobile phone handsets - Generational change
Third generation mobile is finally gaining traction in China, bringing with it new opportunities for mobile handset makers and chip developers.
MediaTek - hit by knock-off crackdowns
Government crackdowns on knock-off handsets in China and other emerging markets have started hurting sales in recent months.
Lenovo Mobile - targeting the young middle class
The newly re-purchased unit of Hong Kong-listed Lenovo Group is hoping its new smartphone will remain a big hit with the young middle class.
Spreadtrum - Fledgling chip company sees revenue soar
Spreadtrum's first quarter revenues surged 534% to $52.1m, helped by the roll out of 3G in China.
ZTE - moving fast into handsets
The network operator is hoping that mobile handset revenues will grow to half of group sales from the current 20%, within the next five years.
Nokia - Staying ahead of the knock-offs
The mobile handset giant is working hard to defend against competition from bandit handsets in China's lower tier and rural regions.
Financial China
How risky is Rmb 2,000bn in banks' off-books lending?
One upshot of the regulator's order to halt a ballooning business in off-balance-sheet lending may be to inject more investment liquidity into capital markets.
Selected Financial Charts
A selection of key financial data.
Funds Data
Taiwan funds remain firmly in favour
Investor flows to Taiwan funds have been soaring for three consecutive weeks.
Capital Intensive China
Metal movers - Trends in capital intensive industries
Metal futures markets generally see a stabilisation scenario for prices after recent declines, while container shipping shows a bullish trend.
Guest Column
The world should pray for a U-shaped recovery in China
Professor Wang Jianmao of China Europe International Business School looks back to the overheating days of the mid 1980s to warn that without the necessary economic adjustment, China could be headed for another hard landing.
The Best of Chinese Commentators
China's labour cost woes
Will rising wage costs signal an end to China's manufacturing prowess?
A global double dip?
With cracks emerging in the proverbial stimulus policy patch ups in China and the west, are commentators nervous that another economic dip is on the horizon?
Selected Views
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Access Asia - The 'five consumptions' -
Jing Ulrich, JPMorgan: China's US Treasury Holdings Register Largest Monthly Decline Since 2000
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BDA China: China Mobile's App Store: How will 'Mobile Market' fare? -
BDA China: Bandit handsets: The pull of the orient
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BDA China: Analyst Note: Cable TV in China - Has great potential, and always will?
- More
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