The Big Call
Peering into our crystal balls for 2010, things appear bleak or complex, but there are at least some silver linings.
The return of inflation and the reduced impact of stimulus measures introduced at the start of this year to boost sales may mean a different course for retail spending in 2010.
China Confidential's recent survey on investor sentiment reveals clear optimism for 2010, with middle class investors planning to continue investments in stock and property markets.
Capital Intensive China
While fixed asset investment is set to slow, the government will attempt to cool real estate markets in major cities and continue to push the roll-out of green technologies.
Flows to China equities have exceeded Brazil for five out of the last six weeks.
China will overtake India as the number one private gold buyer by a considerable margin for 2009, and robust demand will likely continue next year, says Adrian Ash, head of research at BullionVault.com.
Renminbi Compass, a new research service launched by the FT, aims to act as a navigational guide through the expanding universe of renminbi asset classes. With the Chinese currency gaining ever-wider acceptance around the world and Beijing taking steps to open its capital account, we are broadening our research coverage to include not only equity funds but also all other important renminbi asset classes, such as chengtou bonds, dim sum bonds, real estate, trust products, underground banking, art, antiques and several others.