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China Confidential - Premium Investment Insight

The Big Call

No rebound…yet

05 March 2009

This space is set aside each fortnight for a Big Call - sometimes bold, sometimes less so – that we make on a key aspect of the economy or related issue. As this is our launch edition and we are setting out our stall, we felt that a series of calls was, well, called for – so that you get a better sense of where we are coming from.

RENMINBI COMPASS

Renminbi Compass reflects key changes in the renminbi-denominated investment environment.

Providing research coverage on asset classes as diverse as chengtou bonds, dim sum bonds, real estate, trust products, underground banking, art and antiques, as well as its traditional equity fund research.

Renminbi Compass provides orientation for investors navigating the expanding universe of renminbi asset classes.