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Housing market activity strengthens in March

Real estate developers reported a sharp increase in activity in March, with both sales volumes and prices rising from the previous month.

27 March 2015

Home sales strengthen in mid-March

Home sales in the first 24 days of March showed signs of strengthening in the 42 cities monitored by China Confidential.

26 March 2015

Chow Sang Sang – efficiency to help weather storm

Chow Sang Sang’s revenue fell in 2014 on falling jewellery demand and Hong Kong’s declining attraction as a tourist destination, but prudent mainland expansion and solid operational efficiency should help the company to compete in an increasingly competitive market.

26 March 2015

Luk Fook – Hong Kong weakness to weigh on sales

Despite rapid expansion in lower-tier cities in mainland China and improving popularity among mass-market consumers, weakness in its home territory is likely to continue to weigh on sales growth going forward for Hong Kong-based Luk Fook.

26 March 2015

TSL – cost and debt pressures rise

Hong Kong jeweller TSL’s attempts to transform its operating model and positioning should support long-term growth, but may continue to push up capital expenditure and debt from already high levels in the short term.

26 March 2015

Chow Tai Fook – rebound unlikely in short term

Jewellery market leader Chow Tai Fook is unlikely to regain growth momentum in the short term given a series of challenges, including weak consumer spending, mounting competition and ongoing anti-mainland rhetoric in Hong Kong.

26 March 2015

Jewellery market losing its shine

Sales for leading Hong Kong-listed jewellers are likely to remain weak in 2015, due to a decline in spending in Hong Kong and sluggish growth amid the government’s anti-corruption drive and intensifying competition on the mainland.

26 March 2015

Chinese perspectives on the AIIB

Leading Chinese commentators and academics give their views on the significance of the newly formed, China-led Asian Infrastructure Investment Bank.

26 March 2015

Paradigm shift – Chinese capital outflows in context

We think recent capital outflows and renminbi depreciation trends are in line with the government’s new monetary policy paradigm, and policymakers’ expectations.

26 March 2015

Assessing the renewed A-share market rally

Industry participants discuss the drivers and implications of a renewed rally on mainland stock markets in recent weeks.

26 March 2015

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