China’s bank regulator has eased its stance on credit tightening, showing that – for now - GDP growth trumps monetary discipline in Beijing’s hierarchy of priorities.
Monetary Trends
How sustainable is the economic rebound?
Leading economists debate the vital signs that hold the key to China’s medium-term economic future.
17 September 2009
Rich in rural promise
A confluence of factors suggest that rural China might finally be coming of age as an investment theme.
03 September 2009
Inflation: pork-led?
The risk of CPI inflation driven by food prices is strengthening.
03 September 2009
Rustic stock picks and Goldman Sachs
Who are the beneficiaries of China's rising food prices?
03 September 2009
Inflation, inflation, inflation
Recent CPI and PPI data show no signs of inflation, but how long until the trend reverses?
20 August 2009
July loan growth down sharply
New lending by China's banks totalled Rmb 355.9bn in July, down sharply from Rmb 1,530bn in June, the People's Bank of China (PBoC) said. July's loan growth was the lowest monthly total this year, reinforcing a sense that Beijing's financial regulators are serious about curbing new lending in 2H 2009 following the target-busting Rmb 7,400bn lent during 1H.
11 August 2009
A liquidity led stock rally?
Debate rages over the role of easy credit in the 100% rise of Shanghai's stock index since November last year.
06 August 2009
Inflation to return, but gradually
Will the surge in money supply in the first half lead to the type of inflation that forces the central bank to hit the brakes later in the year?
09 July 2009
Farewell to easy, easy money
Beijing has two challenges on its hands; one of an economic nature to curb liquidity without stopping growth, and the other of political importance to contain the worst ethnic unrest since the Cultural Revolution.
09 July 2009
Latest report
07 Mar 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.
