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China Confidential - Premium Investment Insight

The Big Call

Beijing's battle against overcapacity to hold firm before easing

23 September 2010

Our survey shows local government officials are acting strongly to implement Beijing's crackdown on excess industrial capacity but several factors are likely to erode the force of the policy several months from now.

RENMINBI COMPASS

Renminbi Compass reflects key changes in the renminbi-denominated investment environment.

Providing research coverage on asset classes as diverse as chengtou bonds, dim sum bonds, real estate, trust products, underground banking, art and antiques, as well as its traditional equity fund research.

Renminbi Compass provides orientation for investors navigating the expanding universe of renminbi asset classes.