Consumer China
Taobao – dominance set to continue
09 February 2012
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16 May 2013
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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.
Other Articles on this Report
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Macro View
Keeping the energy flowing
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The Big Call
Redrawing the trade map
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Consumer China
Mecox Lane – painful transition period
Dangdang – diversification driving growth
Jingdong – big spender dependent on discounting
Online retailing – the archetypal China bonanza
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Financial China
Liquidity loosening underway to forestall defaults
Selected financial charts
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Capital Intensive China
New reactor orders seen as China’s nuclear industry reasserts itself
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Best of Chinese Commentators
China bans airlines from paying EU charges
China considers support for eurozone
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