The Big Call
Our surveys show buoyant demand in November and December but 2011 may see a return to more moderate auto sales growth.
Our proprietary online survey reveals several key themes and trends driving the world's largest car market.
Results from our recent survey show that Geely (0175:HKG) is trailing indigenous brands such as the unlisted Chery in lower tier cities and, at the other end of the spectrum, finds it is tough to compete with foreign joint venture brands in first tier markets.
Although Audi continues to lead China's luxury car segment, BMW (BMW:BER) group is gaining ground fast.
Demand remains strong in lower tier cities despite negative publicity surrounding BYD's electric vehicles and weak Q3 results.
Toyota has been slipping down the rankings in China following its inability to adapt to demand in lower tier cities and political tensions with Japan tarnishing the brand.
VW and GM have both thrived this year with popular products, expansive distribution networks and a reputation for good service. SAIC has benefited.
2010 has been a banner year for Trust companies. But do they represent a much-needed step in China's financial evolution or an insufficiently-regulated netherworld destined to throw up shocks and scares?
So far, the aftermath of North Korea's shelling of a South Korean island has followed true to the playbook of Pyongyang poker.
Best of Chinese Commentators
Flows to China remained resilient in the two weeks ending Nov 24 in spite of news during the period that inflationary pressures are rising.
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.