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Capital Intensive

Chinese home sales growth continues to accelerate

While home sales continue to rise at a faster pace, reports suggest that new real estate restrictions in Beijing will be focused on speculative rather than real demand, in line with measures announced by Guangdong officials earlier this week.

26 March 2013

China’s freight volumes climb in March

The volume of freight shipped in China rose during the first three weeks of March, both on a MoM and YoY basis after a relatively weak performance over the Chinese New Year period in February, according to China Confidential’s survey of 207 rail, road, waterway and air logistics companies across the country. 

25 March 2013

Guangdong announces new real estate policies

Guangdong local government officials have been first among Chinese provinces to announce new real estate tightening policies for their province. The emphasis is on supporting real – while reducing speculative - demand in the housing market.

25 March 2013

Steel stages a wary recovery

Steel production has hit record highs at the beginning of this year, but while demand has lagged, underlying fundamentals remain strong.

21 March 2013

Suntech’s crisis

The bankruptcy of solar firm Suntech, once a poster boy for Chinese innovation, has sparked debate about future government policy and China’s ability to move up the industrial value chain.

21 March 2013

Change in strategy pays dividends for real estate developers

In the face of real estate tightening measures, developers are shifting to a faster-asset-turnover business model.

21 March 2013

Chinese home sales rise further

Despite new real estate restrictions, home sales remained strong during the first two weeks of March, while developers remain bullish about prospects for the remainder of the year.

20 March 2013

Flash: China’s freight volumes climb in March

The volume of freight shipped in China rose during the first three weeks of March, both on a MoM and YoY basis after a relatively weak performance over the Chinese New Year period in February, according to China Confidential’s survey of 207 rail, road, waterway and air logistics companies across the country. 

20 March 2013

Chinese home sales unhampered by further tightening measures

Home sales in 42 Chinese cities monitored by China Confidential have been relatively resilient to tightening measures announced by the country’s State Council on March 1 (Update Alert, Mar 1), while data released by the National Bureau of Statistics (NBS) shows that faster growth in sales has begun to boost construction of residential units. Going forward, developers and buyers may be more cautious, however, as provincial authorities begin to release details of tightening measures for local markets.

12 March 2013

China’s fight against pollution heats up

The new set of policy priorities for Xi Jinping’s administration, increasing public discontent, and the diminishing importance of the industrial sector to China’s economy, makes us cautiously optimistic that the drive to tackle pollution could gain momentum this year. 

07 March 2013

RENMINBI COMPASS

Renminbi Compass, a new research service launched by the FT, aims to act as a navigational guide through the expanding universe of renminbi asset classes. With the Chinese currency gaining ever-wider acceptance around the world and Beijing taking steps to open its capital account, we are broadening our research coverage to include not only equity funds but also all other important renminbi asset classes, such as chengtou bonds, dim sum bonds, real estate, trust products, underground banking, art, antiques and several others.