Macro View
The road ahead
- Published 23 Dec 2009
In this issue, we have gone some way towards predicting the outlook for 2010.
Trying to encapsulate a whole year in prospect is a daunting task indeed. Long-range predictions are almost always flawed, either in substance or in timing. Nevertheless, we have gone some way towards attempting them in this issue – more as an exercise in scenario comparison rather than through any conviction that our crystal ball is, well, crystal clear. Instead of mechanically mapping out our predictions for each aspect of the economy, we have tried – as always – to pick areas that we think are particularly interesting, underappreciated or in flux.
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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
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Guest Column
China's gold appetite
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Consumer China
Retail sales: Divergent scenarios
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Funds Data
Investors favour China over Brazil
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Capital Intensive China
Overheating, overcapacity to weigh on capital intensive industries in 2010
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The Big Call
Balancing inflation, overcapacity and asset bubbles. Is that all?
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