The Best of Chinese Commentators
A liquidity led stock rally?
- Published 06 Aug 2009
Debate rages over the role of easy credit in the 100% rise of Shanghai's stock index since November last year.
Shanghai's SSE Composite Index has risen around 100% since November last year and recently exceeded the 3,400 point – similar levels to early 2007. But has surging liquidity alone been responsible for the rally, and what is in store for 2H?
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China Confidential Funds
China Confidential Funds, a new research service launched by FT China Confidential, is dedicated to illuminating the mainland fund industry. Our team of fund industry experts in Shanghai search out the interesting trends in fund performance, strategy, interactions with overseas funds, regulatory changes, distribution and management. We also use a proprietary system to track the emerging flows of Chinese money. Click here to find out more.
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