A Financial Times Service
China Confidential - Premium Investment Insight

Home / Sections

Sections

Chinese home sales continue to strengthen

Home sales accelerated in the first 21 days of May following strong growth in April, according to local property bureau data from 42 Chinese cities.

22 May 2015

Semir – restructuring drives recovery

Semir has rebounded strongly as it continues to restructure its business. Solid revenue growth and improving popularity among wealthier consumers has been driven by an increased presence in upscale shopping malls and improved product quality, while online sales maintain an upward trajectory.

21 May 2015

Heilan Home – outperformance to continue in 2015

Domestic apparel-maker Heilan Home’s strong mass-market positioning, continued rapid store expansion and investment in improved online-to-offline services should underpin continued outperformance in 2015.

21 May 2015

Fast Retailing – Uniqlo well positioned for further growth

The Japanese operator of popular casualwear brand Uniqlo should sustain its rapid growth in China, driven by aggressive expansion and effective market positioning.

21 May 2015

H&M – further expansion on the cards

H&M’s rapid expansion in China over the past year has boosted its popularity and underpinned strong revenue growth. It plans to deepen its market penetration in 2015, while its recently launched online store should also support further strong performance.

21 May 2015

Casualwear – multinationals extend dominance

Multinational apparel giants continued to outperform local players in a slowing casualwear market in 2014. The overall market is likely to rebound slightly in 2015, along with some domestic clothing firms, though many of these face challenges as they recover from painful readjustments.

21 May 2015

Tight credit undermining real estate investment

The continued weakening in real estate investment, despite a rebound in home sales, is largely due to tight credit rather than supply-demand factors. Sustained limited credit could curtail the current housing recovery and prevent it from filtering through into the wider economy.

21 May 2015

Evaluating "Made in China 2025"

Mainland commentators have been assessing the likely impact of the "Made in China 2025" plan to upgrade the country’s manufacturing sector, unveiled by the government on May 19.

21 May 2015

Slow progress for PPP

Policymakers and investors debate the reasons why investment in public private partnerships has been lower than expected.

21 May 2015

Policy shifts ease local debt risks

Recent moves to provide short-term support for existing local government financing – in contrast to previous attempt push through rapid reform of local financing models – should reduce the default risks posed by the estimated Rmb3.3tn in local government debt due to mature this year.

21 May 2015
COOKIE POLICY

We use cookies to ensure that we give you the best experience on our website. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website. However, if you would like to, you can change your cookie settings at any time. Find out more about our cookie policy.