Report archive
28 January 2010
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A Manichean polarityThe Big Call
Unease at US driving China into Asean arms
Fears of anti-dumping cases from the US and EU is one factor motivating investments in Asean by Chinese companies.
Financial China
Banking: Peering into the murk
The underpinnings of China’s banking system look increasingly fragile as murky dealings are exposed.
Capital Intensive China
Are bullish developers dreaming?
Following a successful 2009, property developers are predicting what many analysts consider to be overoptimistic sales targets this year.
In Depth
Vietnam and China trade brightens
Two-way trade between China and Vietnam grew 8% in 2009 to $21bn – bucking the trend of a 14% slump in China’s trade with the world.
Best of Chinese Commentators
Raising the bank reserve requirement
The central bank raised the bank reserve requirement by 0.5 percentage points on January 18. Is this a sign of more tightening to come?
Which economic uncertainties loom largest?
Inflation has returned, loans are growing, and stock and property prices abound.
Funds Data
China fund flows stall on signs of monetary tightening
China investors are taking their money off the table as they await the market reaction to new monetary tightening and the direction of policy in 2010.
Guest Column
Vietnam after the financial crisis
Scott Robertson, chief economist at Dragon Capital, talks on Vietnam's bumpy ride up the value chain.
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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.
