The Big Call
Waste management has been a laggard in China’s rapid development but now forces are aligning to boost prospects for the sector
Chinese dairy firms have regrouped following the 2008 melamine crisis and posted stellar earnings growth in 2011, but a renewed scandal involving leading dairy maker Mengniu has highlighted how brittle consumer trust in the sector remains
Yili’s strong sales of high-end products and high-profile marketing campaigns should help it consolidate its position as China’s leading dairy producer by revenue.
China’s largest dairy-farm operator will continue to benefit from government support and rising raw-milk prices, but its fate remains tied to troubled market leader Mengniu’s
By tapping into overseas resources, including Bulgarian yoghurt culture and New Zealand milk powder, Bright is driving sales in milk products.
Mengniu faces a challenge to rebuild its reputation following yet another food safety scandal and an unexpected management reshuffle
Better trained, professional farmers will help sustain China’s rural boom
The pig-to-feed ratio fell below break-even point for the first time in 23 months in May, dragging down China Confidential's Rural Wealth Index to 52.6 despite a rebound in rural vehicle sales.
Capital Intensive China
A recovery in property demand, due in part to a host of local government initiatives, has prompted some developers to raise property prices after months of discounting
Light rail and metro systems promise considerable business for China’s railway-equipment companies, while the high-speed rail buildout is also likely to resume in 2H12
Best of Chinese Commentators
China's first rate cut in three years and the accompanying widening of interest rate bands has triggered debate as to the pace of interest-rate reform.
The announcement by a state-owned nuclear power plant that it is seeking to list on domestic stock markets has heightened speculation that Beijing is poised to resume the approval of new nuclear power plants that have been suspended since the Fukushima disaster in March 2011
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.