Six value multipliers changing China

• Published 15 Oct 2009

Six structural transformations that are set to drive growth over the next decade.

As stock valuations rise, investors are asking whether China's longer-term prospects can justify recent surges in price/earnings multiples. Of course, there is no simple, definitive answer. However, to shed light on some of the issues at play, we take a look at six of the largest structural transformations that promise to make the China of tomorrow very different from that of today. Some of these are reprised from earlier items in China Confidential, but when considered together, they represent a powerful combination of growth drivers and multipliers.

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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• Consumer China

  Star performers

• Macro View

  The big picture

• 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

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