Report archive
03 June 2010
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Whither interest rates?The Big Call
Food to drive inflation above target
Speculative capital flowing into a range of agricultural products and falling output following a run of bad weather is set to continue driving up food prices.
Consumer China
Online games – big guys slaying little guys
In this issue, we publish the results of China Confidential's authoritative online game survey, using it as a starting point for an analysis of the industry in general.
Perfect World – loyal customers spend more
In spite of a quarterly blip in the number of paying customers, average revenue per current user continues to grow.
Shanda Games – players spend less
Average revenue per user plummeted by 21% from the fourth quarter of last year following the botched launch of an expansion pack for its flagship game.
Netease – World of Warcraft comes at a cost
The cost to operate China's most popular multiplayer online game is eroding margins.
Changyou – shrinking sales growth
The online games operator is struggling to attract new paying account holders.
Tencent – a good mix
Almost 70% of our surveyed respondents said they played Tencent's QQ casual games.
Financial China
Underground finance – the pressure tells
Negative real deposit rates are boosting the informal banking sector, creating headaches for regulators and straining banks. Will regulators be forced to raise deposit rates?
Select financial charts
A selection of key financial data.
Capital Intensive China
Will fixed asset investment growth slow?
Though there are some signs that central government investment is slowing, westbound investment continues apace along with construction activity on stimulus driven projects.
Best of Chinese Commentators
Driving green
A new pilot study to subsidise alternative energy vehicle purchases shows Beijing means business in its ploy to go green.
Property price conundrum
How long until tightening measures in the property market lead to significant price declines? And will the tightening continue?
Funds Data
Managers spread net beyond China
Emerging market fund managers are getting serious about diversifying their portfolios to reflect investment stories other than China.
Guest Column
Institutional investing in A-shares
Anthony Yau, of State Street Global Advisors, talks on steering through the noise surrounding the A-share market.
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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.
