Report archive
29 July 2010
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Watching the policy cycleThe Big Call
Manufacturers rush inland
The migration of industrial capacity from the east and south coasts to hinterland cities is speeding up, spurring a host of fundamental changes in its wake.
Consumer China
Mobile phone handsets - Generational change
Third generation mobile is finally gaining traction in China, bringing with it new opportunities for mobile handset makers and chip developers.
ZTE - moving fast into handsets
The network operator is hoping that mobile handset revenues will grow to half of group sales from the current 20%, within the next five years.
Lenovo Mobile - targeting the young middle class
The newly re-purchased unit of Hong Kong-listed Lenovo Group is hoping its new smartphone will remain a big hit with the young middle class.
Spreadtrum - Fledgling chip company sees revenue soar
Spreadtrum's first quarter revenues surged 534% to $52.1m, helped by the roll out of 3G in China.
MediaTek - hit by knock-off crackdowns
Government crackdowns on knock-off handsets in China and other emerging markets have started hurting sales in recent months.
Nokia - Staying ahead of the knock-offs
The mobile handset giant is working hard to defend against competition from bandit handsets in China's lower tier and rural regions.
Financial China
How risky is Rmb 2,000bn in banks' off-books lending?
One upshot of the regulator's order to halt a ballooning business in off-balance-sheet lending may be to inject more investment liquidity into capital markets.
Selected Financial Charts
A selection of key financial data.
Capital Intensive China
Metal movers - Trends in capital intensive industries
Metal futures markets generally see a stabilisation scenario for prices after recent declines, while container shipping shows a bullish trend.
Best of Chinese Commentators
China's labour cost woes
Will rising wage costs signal an end to China's manufacturing prowess?
A global double dip?
With cracks emerging in the proverbial stimulus policy patch ups in China and the west, are commentators nervous that another economic dip is on the horizon?
Funds Data
Taiwan funds remain firmly in favour
Investor flows to Taiwan funds have been soaring for three consecutive weeks.
Guest Column
The world should pray for a U-shaped recovery in China
Professor Wang Jianmao of China Europe International Business School looks back to the overheating days of the mid 1980s to warn that without the necessary economic adjustment, China could be headed for another hard landing.
The world should pray for a U-shaped recovery in China
Professor Wang Jianmao of China Europe International Business School looks back to the overheating days of the mid 1980s to warn that without the necessary economic adjustment, China could be headed for another hard landing.
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