A bubble, a banking crisis or a soft landing?

• Published 11 Feb 2010

Inflation, surging asset prices, overcapacity, hidden local debts, non-performing loans and tightening liquidity. Is this a 'China bubble' about to burst?

Almost everyone, it seems, has an opinion on the subject of China's 'bubble'. Our thoughts have been covered piecemeal in previous issues, but here is an expanded, one-stop shop overview. For those in a hurry, the summary is:

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• Consumer China

  Department Stores: Only the savvy may win

  Beijing Wangfujing Department Store

  Parkson Retail Group – Malaysian promise

  Golden Eagle Retail Group

  Yinchuan Xinhua – a champion at home

  New World Department Store

• The Big Call

  'Shrinking' China spurs development

• Funds Data

  Flows to China remain down

• The Best of Chinese Commentators

  'New generation' migrants

  Bank shares in 2010

• Guest Column

  A long-term China bull

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