The Big Call
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.
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.
In spite of a quarterly blip in the number of paying customers, average revenue per current user continues to grow.
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.
The cost to operate China's most popular multiplayer online game is eroding margins.
The online games operator is struggling to attract new paying account holders.
Almost 70% of our surveyed respondents said they played Tencent's QQ casual games.
Capital Intensive China
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
Emerging market fund managers are getting serious about diversifying their portfolios to reflect investment stories other than China.
Anthony Yau, of State Street Global Advisors, talks on steering through the noise surrounding the A-share market.
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.