A Financial Times Service
China Confidential - Premium Investment Insight

Macro View

Stabilisation – part II

18 October 2012

With a flurry of statistics to be announced on October 18 – the day that this report is published – our data is pointing to (CC Oct 4, Macro View) some degree of stablisation in economic activity in September. However, the data, and other evidence, still falls short of signalling a clear rebound in GDP growth following what we expect will be a further slowdown to around 7.4% YoY or 7.5% YoY GDP growth in Q3, down from 7.6% YoY in Q2 and 8.1% YoY in Q1. 

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.