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Politics

NSA leaks: Bad news in China for Apple, Google, Microsoft, Yahoo?

DANWEI - The new global story of whistleblower Edward Snowden who gave classified materials about the US National Security Agency (NSA) surveillance programs to the press suddenly became much more relevant to China as news broke just before and during the holiday that he had fled to Hong Kong. 

13 June 2013

US and China seek to resolve cyber-security issues

Analysts debate US and Chinese efforts to resolve the increasingly fraught issue of cyber security

18 April 2013

Guangdong outlines urbanisation plan

The Guangdong government has outlined detailed plans to boost the number of urban residents in the province by 2015, in line with the new leadership’s emphasis on urbanisation.

21 March 2013

Growth and reform auguries strong

China Confidential’s initial reading on economic activity for the month of March signals robust growth amid stable inflationary pressures, while the first National People’s Congress of Xi Jinping’s administration showed an unmistakable resolve to push forward free-market reforms.

21 March 2013

Underlying strength in February

Despite seasonal distortions, our indicators point to a continuation of recent growth momentum in February, but concern over shadow banking risks are mounting

07 March 2013

Reform watch

While it is still too early to gauge the outlook for reform under the new leadership, there have already been several important statements and a few key moves.

24 January 2013

Economic Work Conference adds to reformist optimism

China’s new leaders pledged to stick broadly to the current economic policy path in 2013 at a key meeting over the weekend, but some subtle but important changes reflected their reformist determination

17 December 2012

Stronger November, reforms ahead

Stronger macro data in November bore out our earlier predictions, while the new leadership’s reform initiatives are gathering pace.

13 December 2012

Chinese coal price reforms draw nearer

Reforms to the way in which contract coal is priced have been approved by China’s State Council, the nation’s cabinet, according to reports in state media. This is in line with our expectations (CC Nov 29, Capital Intensive) and follows on from the strongly reform-minded statement issued after a meeting of the country’s politburo on Tuesday.

06 December 2012

A call for reform

China’s new leadership has a clear mission to push for groundbreaking reform aimed at creating a mature, market-oriented economy.

29 November 2012

RENMINBI COMPASS

Renminbi Compass reflects key changes in the renminbi-denominated investment environment.

Providing research coverage on asset classes as diverse as chengtou bonds, dim sum bonds, real estate, trust products, underground banking, art and antiques, as well as its traditional equity fund research.

Renminbi Compass provides orientation for investors navigating the expanding universe of renminbi asset classes.