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Capital Intensive

Investment to remain weak despite housing recovery

While there are green shoots of recovery in the housing market, the outlook for the industrial sector and fixed-asset investment is less positive

18 December 2014

Nine key themes for 2015

China Confidential has identified nine key themes that are likely to present both opportunities and risks in the coming year. 

18 December 2014

Freight activity slows in early December

Chinese freight activity remained sluggish on a MoM basis and slowed on a YoY basis during the first two weeks of December, according to China Confidential’s latest survey of 200 rail, road, air and water logistics companies nationwide. Most respondents expect little change during the remainder of the month and in early January.

15 December 2014

Growth slows further in November

Economic activity slowed further in November, according to National Bureau of Statistics data, with signs that the sharp rise in new loans during the month had not yet fed through into the real economy.

12 December 2014

Housing market returns to growth in November

Home sales in November in the 42 cities monitored by China Confidential expanded on a YoY basis for the first time since October 2013.

05 December 2014

Risks mount in China’s industrial sector

Our analysis suggests that Beijing is moving to stem the risks that are building up across the economy as a result of the real estate slowdown seen for much of this year. 

04 December 2014

Chinese home sales recover further in November

Home sales continued to recover in November but increased at a slower pace than in October, reflecting still-tight credit conditions for homebuyers.

28 November 2014

Chinese home sales strengthen further in November

Home sales in the first 18 days of November rose on a YoY basis for the first time since October 2013, while there are also signs that inventories are now beginning to be drawn down.

20 November 2014

Fragile real estate and FAI recovery

Home sales and fixed-asset investment showed signs of recovery in October, but it is questionable how sustainable this will prove without a loosening in credit.

20 November 2014

A credit-parched rebound

The continued tightness of credit conditions breeds caution over improvements in real estate and investment data.

20 November 2014

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