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29 January 2015

2015-01-29 Report

15 January 2015

CONSUMER – Supermarkets; FINANCIAL – Trust default preparations; CAPITAL INTENSIVE – Infrastructure funding puzzle; BEST OF CHINESE COMMENTATORS – Gold demand strengthens, Real estate outlook

18 December 2014

Forecast for 2015

04 December 2014

THE BIG CALL – Labour market challenges; CONSUMER – Cosmetics; FINANCIAL – Reforms squeeze profits; CAPITAL INTENSIVE – Industrial sector risks; BEST OF CHINESE COMMENTATORS – Deposit insurance launch, Stock market rebound

20 November 2014

CONSUMER – Snack foods; CAPITAL INTENSIVE – Property, FAI recovery; BEST OF CHINESE COMMENTATORS – Shanghai-HK Connect, China’s Asian influence

06 November 2014

CONSUMER – Budget hotels; FINANCIAL – PBoC’s policy paradigm; CAPITAL INTENSIVE – Housing market recovery; BEST OF CHINESE COMMENTATORS – Legal reform pledge, A-share loss surprise

23 October 2014

THE BIG CALL – Shopping malls; CONSUMER – Department stores; CAPITAL INTENSIVE – Retail property; BEST OF CHINESE COMMENTATORS – Pollution equipment, High-speed rail

09 October 2014

SPECIAL REPORT – Shadow finance; CAPITAL INTENSIVE – China’s pollution puzzle; BEST OF CHINESE COMMENTATORS – Domestic tourism slowdown, New mortgage rules

25 September 2014

THE BIG CALL – China's infrastructure challenges; CONSUMER – Infant milk formula; CAPITAL INTENSIVE – Understanding the property slowdown; BEST OF CHINESE COMMENTATORS – P2P popularity grows, Shanghai FTZ turns one

11 September 2014

CONSUMER – Dairy; CAPITAL INTENSIVE – Developer financing risks; BEST OF CHINESE COMMENTATORS – Sports industry restrictions, Bull market returns

28 August 2014

THE BIG CALL – China's film industry; CONSUMER – Online advertising; FINANCIAL – Trust slowdown continues; CAPITAL INTENSIVE – Housing shortage persists; BEST OF CHINESE COMMENTATORS – Media reforms likely, Gold sales slowdown

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