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07 October 2010
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Fear the catalystThe Big Call
Export growth to slow
A confluence of factors - including declining demand in the US and European markets, rising input costs in China and an appreciating renminbi - are set to slow export growth in the coming few months from its blistering pace this year.
Consumer China
E-readers - Upsetting the Apple cart
The entrance of Apple's new iPad throws a fast-developing domestic e-reader market into turmoil.
Apple's iPad - Coming of age in China
Apple's tablet iPad has been flying off the shelves since its official launch in China, and its e-book reader application iBooks is proving to be most popular.
Hanwang - squeezed by competitors
Once China's dominant e-reader brand, Hanwang is facing stiff competition from new rivals at both the low and high end of the market.
Shanda - Bambook to erode margins before boosting content sales
The online media giant has launched its e-reader device at a loss in the hope it can drive traffic to boost online literature sales.
Financial China
A surge in fee income revenue boosts banks but how sustainable is this trend?
Chinese banks have been concentrating on the need to boost fee income as a proportion of total revenue for some time. Now many are achieving this but questions over the quality and sustainability of this trend remain.
Select financial charts
A selection of key financial data.
Capital Intensive China
China's housing provident fund
The compulsory fund provides a stable source of financing for the lower end of the real estate market, so even as commercial loan policies are tightened, the affordable housing segment is likely to remain strong, particularly in lower tier cities.
Best of Chinese Commentators
Reining in real estate
Will recent property tightening announcements be enough to cool runaway transaction volumes?
How much will the renminbi appreciate?
Growing US and EU pressure on Beijing to allow the renminbi to appreciate has generated a surge of comment in China.
Funds Data
China draws strong flows to Asia ex-Japan equity funds
Asia ex-Japan equity funds took a major share of flows to emerging markets over the last two weeks led by a strong interest in China following the announcement of further tightening measures to curb the country's hot property market.
Guest Column
The pension problem
Dr Kerry Brown, senior fellow of the Asia Programme at Chatham House, talks on one of the biggest challenges facing Beijing this decade.
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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.
