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China Confidential - Premium Investment Insight

Capital Intensive China

03 May 2012

While cargo and container throughput grew steadily at most major ports in 2011, China’s port operators face a somewhat more challenging year in 2012 due to a continued slowdown in container throughput growth. The main factor dampening activity remains sluggish demand for Chinese exports to the EU, even as US demand shows real signs of picking up.

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.