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China Confidential - Premium Investment Insight

Macro View

Talking a good game

23 August 2012

Lavish spending plans outlined by provincial and city governments in recent weeks have generated impressive headlines but are unlikely to have much impact due to a lack of financial support, underlining our belief that a significant GDP rebound in 2H12 remains unlikely

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.