Report archive
08 April 2010
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A bust-up averted?The Big Call
Investment to stay hot
A confluence of factors suggest that fixed asset investment in China will remain buoyant even after Beijing's official stimulus programme is phased out from late this year.
Consumer China
Baby business booms
Chinese parents pampering their newborns is nurturing an Rmb 70bn baby industry.
Mothercare testing the water in China
The UK baby products retailer plans to open a further 10 of its joint venture stores in China this year, up from its current eight.
Only the best for 'little treasures' at Baby Expo
Hundreds of major baby brands of foreign and domestic companies set up cutely designed stands to attract new parents and baby product retailers across China.
Beingmate hopes to list
China's largest baby food maker is planning an initial public offering in Shanghai this year.
Pigeon: Air under the wings from China
Last year, China made up 16% of the Japanese baby product maker's revenues.
Goodbaby: turning back home
The Chinese pushchair exporter is turning to the domestic market to drive growth.
Financial China
The Big Three banks – what the future holds
Steady fee and commission growth and recovering net interest income could help drive profits by 20% this year.
Lending to local governments a big concern
Smaller banks, especially the city commercial banks, are most at risk from lower quality lending to local government financing vehicles.
Select Financial Charts
A selection of key financial charts.
Select Financial Charts
A selection of key financial charts.
Capital Intensive China
Steel demand to stay strong
Even allowing for a real estate market that cools relative to the peaks of 2009, steel demand should remain buoyant this year on strong infrastructure spending as well as firm auto and white goods demand.
Best of Chinese Commentators
The course of China's exchange rate system
China's scholars seem agreed that Beijing is likely to avoid any significant appreciation of its currency this year, but what exchange rate system is it going to adopt down the line?
Is inflation under further pressure from the enduring drought?
Supply shortages have driven up the price of rice by 30% in Chongqing in recent weeks.
Funds Data
Sun rises on Japan
Last week, Japan equity funds recorded their biggest weekly inflows since February 2007, recent EPFR Global data shows.
Guest Column
Optimism over healthcare and environmental sectors
Michael Chiu, head of Greater China Funds at ING Investment Management, is hopeful that recently announced government spending plans will support wind power and medical equipment manufacturers.
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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.
