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Capital Intensive

Home sales fall in January

Home sales recorded a seasonal fall in January, according to local property bureau data in 42 Chinese cities.

30 January 2015

Housing market weakens in January

Developers reported a fall in home sales in January, but while this was largely seasonal, still-tight credit for homebuyers may have also dragged on the market.

29 January 2015

Parsing the recent auto sales rebound

Analysts and experts assess the significant of strong automobile sales growth in December.

29 January 2015

A failed stimulus?

Although recent supportive policy measures have failed to halt the downward slide in economic activity, it is too early to write off Beijing’s attempts to shore up growth, with recent trends in line with a gradual, targeted steadying of the economy.

28 January 2015

Freight activity remains sluggish in January

Chinese freight activity remained sluggish on a MoM basis and slowed further on a YoY basis during the first three weeks of January, according to China Confidential’s latest survey of 200 rail, road, air and water logistics companies nationwide. Respondents expect business to remain weak ahead of the Chinese New Year holiday.

22 January 2015

Chinese economic momentum remained weak in December

GDP growth stabilised in Q4, but there were few signs of recovery at year-end, amid a further deterioration in funding for investment projects.

20 January 2015

Chinese housing market shows signs of weakening

Sales data from the 42 cities monitored by China Confidential fell on both a MoM and YoY basis, raising concerns that home sales are starting to slow again. 

16 January 2015

Chinese gold demand remains strong

Analysts and industry participants debate the outlook for gold purchases ahead of the peak Chinese New Year period.

15 January 2015

Calling China’s real estate market in 2015

Analysts and industry participants debate the outlook for China’s housing market in 2015.

15 January 2015

Supermarkets – increasingly slim pickings

Growth in bricks-and-mortar grocery retail sales is slowing, given weaker consumption growth and the rising challenge presented by e-commerce. As such, implementing effective distribution and online strategies is becoming increasingly important.

14 January 2015
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