The Big Call
Signs suggest growth slowing
27 January 2011
CHINA CONFIDENTIAL FUNDS
CHINA CONFIDENTIAL FUNDS
China Confidential Funds, a new research service launched by FT China Confidential, is dedicated to illuminating the mainland fund industry. Our team of fund industry experts in Shanghai search out the interesting trends in fund performance, strategy, interactions with overseas funds, regulatory changes, distribution and management. We also use a proprietary system to track the emerging flows of Chinese money. Click here to find out more.
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Macro View
Inflation and growth trends diverge
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Wangfujing: Western cities drive sales growth
PCD Stores: Luxury focus boosts margins
Golden Eagle: Venturing beyond Jiangsu
Department stores: shopping for defensive plays
Intime: Moves into Beijing raise concerns
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Financial China
PBoC bills puzzle - a smoking gun for monetary policy?
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Capital Intensive China
Power-equipment makers look overseas
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Best of Chinese Commentators
The travel crush
The US and China
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