Protected at home, China’s construction companies will have to modernise to realise global ambitions.
Finance
Whither A-shares in 2H12?
Leading commentators discuss the prospect of an A-share market recovery in 2H12
25 July 2012
About 600 private Zhejiang firms make debt plea to government
About 600 private enterprises owners in Hangzhou, capital of the wealthy eastern province of Zhejiang, have written to the provincial government begging for urgent financial assistance, Chinese media organisations reported today. We think the move shows the rising levels of bad debts within China’s financial system and the concentration of distress among over-extended private enterprises.
17 July 2012
Credit demand remains weak despite lending bounce
Lending from the formal banking system picked up strongly on both a YoY and MoM basis in June, but mid-and-long-term loans fell as a proportion of overall lending, suggesting that real credit demand remains weak.
12 July 2012
Chengtou bond issuance to soar in 2H12
A series of recent policy moves is likely to see a surge in Chengtou bond issuance in 2H12, further reducing local government financing vehicle default risks
12 July 2012
Chinese banks – lower profits, waning risks
Chinese bank profits are likely to slow further in 2H12, but bank default risks are also waning. How will investors react?
28 June 2012
Bubble trouble looms for commercial property
Overbuilding and imprudent investments bedevil the outlook for commercial and mixed-use property in some parts of China
28 June 2012
Evergrande – fraud or not?
Chinese property developer Evergrande’s furious reaction to a scathing report by a US-based short seller has sparked intense discussion in China
27 June 2012
Latest report
16 May 2013
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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.
