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Selected financial charts

A selection of key financial data over the past fortnight.

16 May 2013

Peering behind the NPL charade

Levels of distressed assets are rising at Chinese banks despite widespread efforts to camouflage the problem, hitting banks' profits.

16 May 2013

Opening up China’s capital account

Economists and analysts have been assessing the likelihood and the likely impact of capital account liberalisation by the new Chinese leadership.

16 May 2013

Shadow banks see rising bad debts

Underground banks saw an increase in bad debts in April, with small manufacturers and property developers posing the greatest default risks, China Confidential’s survey of 80 underground banks nationwide has found.

14 May 2013

Special report: Risks proliferate in shadow financing

China’s vast shadow financing system has many constituent parts, each with a different risk profile and prospects. Overall, though, risk levels are rising.

02 May 2013

Special Report: Clouds gather over shadow finance

Our in-depth, two-part evaluation of the risks posed by China’s shadow finance system concludes that should China’s GDP growth rate subside or property market slump, a host of shadow finance excesses could spark a crisis.

02 May 2013

China’s freight volumes slowed in April

China’s freight volumes slowed down during the first three weeks of April both on a MoM and YoY basis, according to a China Confidential’s survey of 207 rail, road, waterway and air logistics companies across the country. 

25 April 2013

Air and water pollution brings new market

DANWEI – In recent months, the unexplained appearance of dead ducks and pigs in rivers and ongoing debate on social media about fine particle (PM2.5) air pollution have been good news for some companies. The penetration rate of water and air purifying machines in China is still comparatively low. Both these markets are becoming very competitive with emerging Chinese competitors steadily gaining market share from more established foreign players, such as Dutch multinational Philips (NYSE:PHG) and Japan’s Sharp (TYO:6753), by developing cheaper models. 

18 April 2013

Selected financial charts

A selection of key financial data over the past fortnight.

18 April 2013

Insurance – a sorry tale

The rise of bank wealth management products (WMPs) and shadow financing has dealt insurance a body blow, though some support is being gained from recent policy moves.

18 April 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.