Report archive
20 May 2010
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A-share distressThe Big Call
Real estate prices start to fall
A China Confidential survey of nine cities shows that prices are already starting to fall. We expect this trend to deepen in coming months, but there is no evidence yet to suggest this cooling will turn into a slump.
Consumer China
Medical devices – in the pink
Government healthcare spending is just one factor driving superior growth in China's medical device and equipment segment.
Beijing Wandong: seeking solace in rural demand
Domestic sales are being buffered by government support for rural hospitals, though to the detriment of margins.
Shinva: on the acquisition trail
The medical instrument maker's new major stakeholder plans to expand the company's reach through acquisition.
Weigao: climbing the value chain
Sales of high-end products helped boost first quarter net profits by over a third from a year earlier.
Lepu: bringing heart technology to lower tier cities
The heart equipment specialist is in an unfortunate sweet spot as cardiovascular disease is urban China's biggest killer.
Mindray: robust overseas sales
The medical device manufacturer has seen strong order growth from the US and emerging markets.
Financial China
Is China headed for a perfect financial storm?
Banks' capital raising plans look under increasing pressure as stock markets reel.
Select financial charts
A selection of key financial data.
Capital Intensive China
Cooling property market to depress steel prices
Real estate transaction volumes have been slowing over the last month and we expect steel and iron ore prices to soften further in coming weeks, though we do not envisage a precipitous slump.
Best of Chinese Commentators
A-share slide
Domestic analysts attempt to understand exactly what's been hurting market sentiment.
Falling property prices to hurt local government finances?
Commentators fear that falling prices will put pressure on local governments who rely on land sales to service debt.
Funds Data
China flows go cold
China funds recorded net outflows of $537m during the last two weeks as the Greek debt crisis and the continued fear of asset bubbles spook investors.
Guest Column
China's new growth model – does it work?
Professor Horst Loechel of China Europe International Business School assesses China's growth model and its need, in his view, to adopt a fully fledged market economy.
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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.
