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China’s housing shortage persists

Despite the fall in home sales this year, our analysis suggests that China’s housing market is undersupplied rather than oversupplied.

28 August 2014

Recovery proves short-lived

Sluggish July data and initial indications from our proprietary surveys in August appear to have borne out our prediction that the apparent uptick in Chinese economic growth seen in June would prove short-lived.

28 August 2014

Labour demand stays strong despite sequential moderation

Labour demand moderated slightly on a MoM basis, but strengthened YoY in July, primarily due to strong demand from construction firms. Our latest survey of 285 companies nationwide also showed an acceleration in blue-collar wage growth, while employers were able to fill a larger proportion of job vacancies.

05 August 2014

Export growth slows but remains positive in July

Chinese export growth slowed on both a MoM and YoY basis in July following several strong months of growth, according to China Confidential’s latest survey of 203 export manufacturers, trading companies and shipping agents across the country. Our key indices nevertheless remained in positive territory, while the outlook for the coming month improved.

04 August 2014

July survey data points to patchy recovery

China Confidential’s proprietary indicators suggested a strengthening of activity in a number of key sectors in July, with a greater proportion of respondents reporting an increase in freight shipments, labour demand rising, consumer spending remaining strong and confidence improving. 

31 July 2014

Beijing selects SOEs for pilot reform

Investors and analysts debate the significance of a recently announced pilot reform scheme for selected state-owned enterprises.

31 July 2014

Bond markets rebound despite rising default risks

Stricter shadow finance regulations, a series of targeted easing measures by the central bank and market participants’ increasing acceptance of bonds as risk-based investment assets have contributed to a sharp rebound in bond issuance in recent months.

31 July 2014

False dawn for fixed-asset investment?

Closer analysis of the data suggests that the headline uptick in fixed-asset investment growth in June may prove short-lived.

31 July 2014

Tempering the optimism

Despite indications of a further strengthening of Chinese economic activity in July, it remains too soon to call a sustainable recovery.

31 July 2014

A short-term recovery

Strengthening credit growth and economic activity in June may appear to suggest that China’s economy has bottomed out, but a closer analysis raises doubts about the sustainability of the recovery.

16 July 2014

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