Consumer China
Carlsberg – westward ho!
28 June 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
A slow quarter
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The Big Call
Caution over steel
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Consumer China
Tsingtao Brewery – pumping up the volume
Yanjing Brewery – going out into the provinces
AB InBev – Taking on the locals
China Resources Snow Breweries– Positive sales, negative profits
Beer – let high-end battle commence
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Financial China
Selected financial charts
Chinese banks – lower profits, waning risks
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Capital Intensive China
Bubble trouble looms for commercial property
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Best of Chinese Commentators
Evergrande – fraud or not?
China seeks IMF votes for cash pledge
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