2010

Cao Yuanzheng, chief economist of BOC International Holdings, thinks the government should definitely adjust policy. Investment clearly contributed most to economic growth this year, but exports are starting to recover and could help support growth rates of 10% in 1H 2010. If the government doesn't act to curb investment soon, the risk of inflation, asset bubbles and overcapacity will rise.

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

• Postcard From No 528

  What’s hot and what’s not?

• Capital Intensive China

  Building the African relationship

• Macro View

  Obama and the Rmb parlour game

• The Big Call

  China-Africa: Changing Destinies

• Financial China

  China’s biggest bank, ICBC, goes global

  ICBC Key Financials

  ICBC bolsters fee income

• Funds Data

  Emerging market investors turn risk averse

• Guest Column

  Department stores: profits under pressure

• The Best of Chinese Commentators

  Property market boosters to continue?

• Consumer China

  E-commerce

  Taobao

  Online payment

  Alibaba – some way to run

• View issue