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Surveys point to further weak growth in September

China Confidential’s proprietary indicators suggested a continuation of recent weak growth trends in September, with export and labour demand growth moderating and freight activity remaining muted. Discretionary spending growth stabilised despite an easing in household income growth and consumer confidence. Home sales improved sequentially but remained weak compared with September 2013.

29 September 2014

Home sales rise in smaller cities

Housing transactions in third-tier cities rose sharply in the first three weeks of September, but declined in larger cities.

26 September 2014

State Council announces measures to boost fixed-asset investment

China’s State Council has announced polices to incentivise companies to invest in new equipment, in a move that could shore up flagging fixed-asset investment growth.

25 September 2014

Yashili – sales suffer on competition, strategy shift

Yashili’s revenue has fallen on increased competition in its core lower-tier markets from both international and domestic players, while its strategic shift away to its e-commerce channel is taking time to gain traction.

25 September 2014

Beingmate – looking to overcome recent struggles

Beingmate saw sales, margins and popularity decline YoY in 1H14, but a shift in strategy and market dynamics should drive a rebound moving into 2015.

25 September 2014

Danone – despite dip, prospects remain good

While last year’s Fonterra recall damaged both sales and margins, a rebound in popularity and improved product mix bode well for the French dairy company’s China operations.

25 September 2014

Mead Johnson – slower growth ahead

China’s largest infant milk formula producer by revenue remains strong, but is facing significant challenges in remaining number one given strengthening competition from multinational rivals, sluggish development of its online channels and regulatory headwinds.

25 September 2014

The Shanghai FTZ turns one

Economists and analysts debate the achievements of the first year of the much-heralded Shanghai free-trade zone.

25 September 2014

P2P – continuing to grow amid uncertainty

With the popularity of P2P lending platforms continuing to grow despite a series of scandals, industry participants and investors assess the outlook for the sector.

25 September 2014

Survey highlights longer-term infrastructure challenges

Our latest survey of infrastructure projects in eight provinces suggests an improvement in short-term financing for existing projects, but highlights longer-term challenges given constrained local government finances.

25 September 2014

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