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China Confidential - Premium Investment Insight

The Big Call

10 March 2011

We estimate that some 13m housing units stand empty, but this signifies not so much a bubble about to burst, as a slowdown in property investment growth.

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.