Consumer China
Lilang – a tough year ahead
18 October 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
Stabilisation – part II
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The Big Call
Credit drives car sales
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Consumer China
Youngor – property risks for menswear market leader
Joeone – mounting inventory could erode margin advantage
Septwolves – marginal improvement
Metersbonwe – inventory headache
Fast Retailing – Uniqlo’s China success
Menswear – holding up half the sky
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Rural China
Rural activity picks up again in September
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Financial China
Selected financial charts
Bond financing: throwing a lifeline to corporate China
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Capital Intensive China
Bigger cities lead real estate recovery
False dawn for Chinese steel industry?
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Best of Chinese Commentators
Is CPI representative?
US probes Huawei and ZTE’s expansion plans
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