Consumer China
Youngor – property risks for menswear market leader
18 October 2012
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RENMINBI COMPASS
Renminbi Compass, a new research service launched by the FT, aims to act as a navigational guide through the expanding universe of renminbi asset classes. With the Chinese currency gaining ever-wider acceptance around the world and Beijing taking steps to open its capital account, we are broadening our research coverage to include not only equity funds but also all other important renminbi asset classes, such as chengtou bonds, dim sum bonds, real estate, trust products, underground banking, art, antiques and several others.
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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
Joeone – mounting inventory could erode margin advantage
Lilang – a tough year ahead
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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