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09 April 2015

2015-04-09 Report

26 March 2015

CONSUMER – Jewellery; FINANCIAL – Chinese capital outflows; CAPITAL INTENSIVE – North-east slowdown; BEST OF CHINESE COMMENTATORS – Perspectives on AIIB, A-share market rally

12 March 2015

SPECIAL REPORT – Outbound tourism; BEST OF CHINESE COMMENTATORS – Mobile payment war, Economic targets lowered

12 February 2015

CONSUMER – Vitamins and supplements; FINANCIAL – Chengtou bond slowdown; CAPITAL INTENSIVE – Housing fears overblown; BEST OF CHINESE COMMENTATORS – Consumer inflation low

29 January 2015

SPECIAL REPORT – China's luxury market; BEST OF CHINESE COMMENTATORS – Auto sales rebound, Margin-trading violations

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
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