The big picture

As China paused last week for its 60th anniversary celebrations, so we at China Confidential paused also to take stock, look at the big picture and assess the outlook for some of our key calls. First, the big picture: with stock valuations climbing skyward, investors are increasingly concerned over whether China can, over the longer term, deliver growth to justify rising multiples in the stock market. Thus, in this issue we focus on why it is that we think China should be re-rated (see Big Call), and particularly why it is no longer adequate to consider it an 'emerging' market or 'developing' nation – if labels such as these imply a subsidiary role in global affairs.

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.

Other Articles on this Issue

• Consumer China

  Star performers

• In Depth

  Six value multipliers changing China

• Funds Data

  Investors regain some confidence in Taiwan

• The Big Call

  China in need of a re-rating

• The Best of Chinese Commentators

  China's economic indicators

  Protectionism paranoia?

• Guest Column

  Green opportunity

• View issue