Report archive
05 April 2012
Download reportMacro View
Slowing but not slumpingThe Big Call
Social housing gets real
Despite the slow progress of social housing projects in several cities and some creative accounting, on-the-ground evidence points to a greater buildout this year than in 2011.
Consumer China
Baijiu – another round for China’s liquor makers
A proposed ban on government high-end alcohol purchases has done little to dent enthusiasm or investment among makers of China’s fiery national liquor.
Tuopai Shede – moving upmarket to recapture market share
Once famous baijiu maker Tuopai Shede is aggressively moving upmarket in a bid to boost profits and regain market share.
Kweichow Moutai – remaining positive
Expanding capacity and the number of directly operated stores should boost both top- and bottom-line growth for China’s most famous baijiu maker, while a proposed government ban is unlikely to have a significant impact.
Wuliangye – growth gathers momentum for market leader
High-end sales continue to drive strong growth for market leader Wuliangye, but the company is also keen to stress its mass-market credentials.
Jiugui Liquor – canny regional player seeking nationwide success
Hunan-based Jiugui Liquor is hoping that its diverse brand portfolio and a new distribution model can help it grow market share both in its home province and nationwide.
Financial China
Private capital to play a key role as financial reforms accelerate
Approval of a pilot financial reform zone in Wenzhou suggests that the government has finally acknowledged the importance of private capital to the nation’s financial health and is prepared to encourage it to play a bigger role.
Selected financial charts
A selection of key financial data for April.
Capital Intensive China
First-time buyers and price cuts drive home sale surge
Further price cuts and measures to help first-time buyers tempted homebuyers back into the market in March, reinforcing recent signs of a transaction rebound.
Learning to fly
Despite a surge in passenger numbers and demand, China’s airport sector remains hampered by inefficiencies and airspace restrictions.
Best of Chinese Commentators
China’s struggling SMEs
Leading Chinese commentators discuss the ongoing difficulties facing China’s small and medium enterprises (SMEs).
Plans to create a Brics development bank
Proposals to create a Brics-wide development bank has aroused a great deal of debate among Chinese commentators
Latest report
16 May 2013
Browse the archive
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.
