Easy does it

In this issue, we set forth our stall of forecasts for 2H this year (see scenarios below). The immediate future, as we can best perceive it, appears fairly straightforward. The Chinese economy may slow somewhat – but not slump – as measured by year-on-year GDP figures. We see full-year GDP growth at between 9% and 9.5% year on year, compared with the 11.9% seen in Q1. It is important to recognise that much of this slowdown will come in the form of base effects from 2009, when national economic growth accelerated from a lacklustre Q1 to a robust Q4.

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

• Financial China

  Selected Financial Charts

  ABC – a real charmer, but for how long?

• The Big Call

  Underground banks – lifeblood of the private sector

• The Best of Chinese Commentators

  A second stimulus

  Inflation pressures?

• Funds Data

  Taiwan funds buck downwards trend

• Consumer China

  Private education – changing needs

  China Education Alliance – vocational courses drive growth

  ChinaEdu – graduate oversupply erodes revenues

  China Distance – some way to go

  ATA failing the test

  New Oriental – fighting on

• Capital Intensive China

  Property doom and gloom overblown?

• Guest Column

  Investors keep faith in China

• View issue