Developers defy doomsayers

While the chorus of doomsayers noisily proclaims the bursting of China's real estate 'bubble', developers continue to pay high or record prices for new parcels of prime urban land. So what is going on? No single question has greater implications for the prospects of China's economy in 2H, or for the demand outlook for cement, steel, aluminium, nickel, zinc and power.

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

• Macro View

  A moment of truth

• Funds Data

  China zeal wavers

• Forbidden City

  Iron and awe

• The Big Call

  A local financial time bomb

• Postcard From No 528

  Wobbling on the liquidity high wire

• Financial China

  Insurance - a structural play

  Ping An - not so tranquil

  China Life - in the balance

• The Best of Chinese Commentators

  Inflation, inflation, inflation

  Sovereign wealth

• Consumer China

  Pharmaceuticals - a healthy course

  Sinovac and swine flu

  Sinopharm - a new contender

  Simcere – not immune

  Tongrentang – TCM bellwether

• Guest Column

  Bright prospects

• View issue