Huiyuan – chasing a margin recovery

China Confidential Funds

China Confidential Funds, a new research service launched by FT China Confidential, is dedicated to illuminating the mainland fund industry. Our team of fund industry experts in Shanghai search out the interesting trends in fund performance, strategy, interactions with overseas funds, regulatory changes, distribution and management. We also use a proprietary system to track the emerging flows of Chinese money. Click here to find out more.

Europe's financial problems and the US's slow recovery cast a shadow over prospects for the world economy. In this gloomy scenario, growth in China, India, Brazil and other emerging markets is certainly a bright spot. But how badly exposed is the developing world of the south to the problems of debt-ridden north? In a special report, a team from FT Brazil Confidential interviewed GlobalSource Partners local experts from 16 emerging economies.

Other Articles on this Issue

• Financial China

  Selected financial charts

  Default risks goad Beijing into loosening curbs

• Macro View

  Stimulus required

• The Big Call

  Utility prices climb

• Capital Intensive China

  Knock-on effects of real estate slowdown apparent in related sectors

• Consumer China

  Beverages – sour, turning a little sweeter

  Want Want – distribution is king

  Tingyi – seeking a boost from PepsiCo

  Uni-President China – fighting back

• Rural China

  Rural wealth creation stays strong in December

  “Insourcing” pig producer in no mood for caution

• The Best of Chinese Commentators

  Carbon tax levy

  Pension funds invest in A-shares

• View issue