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Chinese freight activity remains subdued

Chinese freight activity showed further signs of sequential recovery during the first three weeks of August but remained subdued on an annual basis, according to China Confidential’s latest survey of 200 logistics firms nationwide. The outlook improved significantly, in anticipation of a seasonal surge in activity in September.

20 August 2014

Chinese home sales remain stagnant in August

Home sales data for the first two weeks of August showed no sign of recovery, but, equally, little evidence that the downward trend in home sales is becoming more severe.

19 August 2014

Investment growth weakens in July

Chinese fixed-asset investment (FAI) growth slowed sharply in July, according to data published August 13 by the National Bureau of Statistics. State FAI growth weakened, while the June rebound in private investment growth proved short-lived, in line with our expectations.

13 August 2014

Alibaba and JD.com strengthen grip on e-commerce market

China’s two largest e-commerce companies, Alibaba and JD.com (JD:Nasdaq), continue to cement their leading position in the rapidly consolidating e-commerce market at the expense of mid-sized players, according to our latest consumer survey.

11 August 2014

Lifting of home-purchase restrictions has limited impact

Despite the widespread lifting of home-purchase restrictions, China’s mortgage policy remains restrictive. Without a loosening of policy in this area, we see limited potential for a substantial near-term uptick in home sales.

07 August 2014

Mall operators gain more ground as department stores struggle

Leading Chinese shopping mall operators continue to gain in popularity at the expense of traditional department store chains, according to our latest survey of 1,428 Chinese shoppers.

06 August 2014

Labour demand stays strong despite sequential moderation

Labour demand moderated slightly on a MoM basis, but strengthened YoY in July, primarily due to strong demand from construction firms. Our latest survey of 285 companies nationwide also showed an acceleration in blue-collar wage growth, while employers were able to fill a larger proportion of job vacancies.

05 August 2014

July home sales up MoM, down YoY

Full-month home sales in the 42 cities monitored by China Confidential rose on a MoM basis in July, but fell YoY

05 August 2014

Export growth slows but remains positive in July

Chinese export growth slowed on both a MoM and YoY basis in July following several strong months of growth, according to China Confidential’s latest survey of 203 export manufacturers, trading companies and shipping agents across the country. Our key indices nevertheless remained in positive territory, while the outlook for the coming month improved.

04 August 2014

Consumer confidence improves in July

Household income and consumer confidence continued to improve in July, while discretionary spending growth remained strong, according to our latest monthly survey of 1,000 Chinese consumers, conducted between July 17 and July 23. Cost-of-living growth continued to moderate.

01 August 2014

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