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26 July 2012

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Macro View

Gentle rebound seen

The Big Call

Special report: Retail revolution galvanizes grassroots China

A growing legion of increasingly sophisticated consumers in China's booming county cities and townships looks set to drive Chinese consumption growth in the coming years, according to China Confidential's survey of 386 residents in 11 counties across the country.

Consumer China

Special report: China’s county commercial revolution

A string of ambitious commercial developments in county cities and towns across China is transforming consumer behavior at the intersection of city and countryside

Special report: County shoppers, city tastes

Our survey of 386 county and township consumers reveals the increasing sophistication of China’s county-level consumers, whose spending habits and shopping choices increasingly resemble those of their counterparts in larger cities.

Special report: Zhangjiawa – a tale of two towns

Like many Chinese towns, Zhangjiawa, a small town in the eastern province of Shandong, is divided into two parts.

Special report: Yongxing – returnees fuel rapid growth

Shops and apartments are springing up across Yongxing, Hunan province, to serve a growing urban population

Special report: Tongxiang – high-speed development

The advent of the Shanghai-Hangzhou high-speed railway has seen an influx of retailers, developers and speculators into Tongxiang, an already-wealthy textile-manufacturing base.

Financial China

Bonds take centre stage

Surging bond issuance helps to offset low growth in mid and long-term loans, thereby underpinning the scenario that GDP growth may rebound somewhat in 2H12.

Selected financial charts

A selection of key financial data over the past fortnight 

Capital Intensive China

Contractors for hire

Protected at home, China’s construction companies will have to modernise to realise global ambitions.

The rebound continues

Record sales in June helped prompt a resurgence in some developers’ appetite for financing. But Beijing is on high alert for price rises.

In Depth

Journey to the west – China’s Central Asia strategy

By Mark Godfrey on the Xinjiang-Kazakh border

A burgeoning trade relationship is impacted by Moscow’s new customs union, but energy imports by China are set to surge.

Best of Chinese Commentators

Whither A-shares in 2H12?

Leading commentators discuss the prospect of an A-share market recovery in 2H12

West outgrows east

Economists and academics debate the significance of faster GDP growth in western and central provinces than in eastern China in 1H12.

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.