Forbidden City

Loan growth falls off a cliff

  • Published 30 Apr 2009

Should investors be concerned over predictions that loan growth in April contracted sharply from the extraordinarily high levels seen in the first three months of the year? Yes.

One of the most widely-cited reasons for China optimism during the first three months of the year was that loan growth was soaring into the stratosphere. It showed, we thought, the determined resolve of Beijing to stimulate its economy come what may. Now that bank lending appears to have contracted sharply in April, China Confidential research identifies several reasons for investors to be concerned.

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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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