Report archive
11 February 2010
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A New YearThe Big Call
'Shrinking' China spurs development
China's accelerated construction of railways, roads and air links will boost the process of urbanisation in coming years.
Consumer China
Department Stores: Only the savvy may win
Increasing competitive pressures and rising costs of rents, power and payrolls is sorting the savvy operators from the bumbling neophytes.
Yinchuan Xinhua – a champion at home
The Ningxia-based department store saw revenues of Rmb 774m in the third quarter of 2009, up over 20% year on year.
Beijing Wangfujing Department Store
Despite a reasonable reported performance last year, concerns lurk over the company's current condition following a recent financing frenzy.
New World Department Store
The company's sales are being driven increasingly by its stores in second tier cities in central China.
Parkson Retail Group – Malaysian promise
High margin cosmetic sales are helping bolster Parkson's performance.
Golden Eagle Retail Group
Retail sales in Jiangsu, where the department store operator dominates, were up over 20% in the second half of 2009.
In Depth
A bubble, a banking crisis or a soft landing?
Inflation, surging asset prices, overcapacity, hidden local debts, non-performing loans and tightening liquidity. Is this a 'China bubble' about to burst?
Best of Chinese Commentators
Bank shares in 2010
To invest or not to invest in the 14 banks listed on China's A-share market?
'New generation' migrants
Around 60% of China's migrant workers are under the age of 30 yet have limited knowledge of farming and are keen to enjoy a city life.
Funds Data
Flows to China remain down
Over $62m flowed out of China funds during the last two weeks.
Guest Column
A long-term China bull
David Jiang and Bin Hu of BNY Mellon Asset Management based in Asia, talk on China's long-term growth potential.
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RENMINBI COMPASS
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.
