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Capital Intensive

Beware the hype over electric vehicles in China

A media focus on electric vehicles at the Beijing Auto show, which opened on Friday, should not obscure the fact that the timelines for mass market adoption of these clean-tech autos appear to be a long way into the future. Though we remain convinced that China is serious about rolling out electric vehicle infrastructure, we think it will take until at least 2012 before it starts to attain any meaningful scale.

26 April 2010

Property tax trial approved, reports local media, may support cooling trend

A plan to introduce a property tax in four pilot cities has received approval from China's State Council (cabinet), the Economic Observer reported today, citing an anonymous source.

22 April 2010

Energy price hike

The ramifications of the recent rise in fuel prices are expected to span beyond a marginal increase in the consumer price index.

22 April 2010

Will auto finance stumble again?

A confluence of factors suggest that this year will be a bumper one for auto finance as the industry leaves behind memories of its rupture in 2004.

22 April 2010

What to make of new property tightening measures

Some analysts are hopeful that the measures could halve investment-driven purchasing in coming months.

22 April 2010
property

China real estate policy grip tightens

China's real estate market is set to cool in coming months as policy curbs start to take effect.

22 April 2010
fan

Auto sales start to cool

A China Confidential survey of 50 auto dealerships reveals the key cooling trends behind the euphoric headlines for Q1 vehicle sales growth.

22 April 2010
CIC-1

A new big theme: Energy saving

Companies that find ways to deliver energy savings are capitalising on Beijing's stricter insistence on reducing energy intensity.

22 April 2010

Access Asia - The 'five consumptions'

Access Asia talks on how five consumer trends are shaping spending in China.

16 April 2010

China to boost land supply by 135%

China plans to boost the area of land supplied for residential development or redevelopment this year to 180,000 hectares, up 135% from last year's actual 76,461 hectares. Most of the land will be used for low-cost housing. We think the move reflects Beijing's intent to stabilise land prices by increasing supply and address social pressures for more affordable homes.

15 April 2010

RENMINBI COMPASS

Renminbi Compass reflects key changes in the renminbi-denominated investment environment.

Providing research coverage on asset classes as diverse as chengtou bonds, dim sum bonds, real estate, trust products, underground banking, art and antiques, as well as its traditional equity fund research.

Renminbi Compass provides orientation for investors navigating the expanding universe of renminbi asset classes.