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Home sales remain weak despite policy loosening

Initial data suggests that home sales over the National Day holiday period remained weak, despite the recent cut in mortgage rates. We maintain our view that without a concurrent loosening in wider credit conditions, real estate policy easing is unlikely to have a substantial impact on home sales.

16 October 2014

Credit growth weak in September

Total social financing improved sequentially in September, driven by an improvement in formal lending growth, but sustained weakness in shadow finance continues to drag on credit growth.

16 October 2014

PBoC announces new mortgage rules

Analysts and industry participants assess the likely impact of the recent loosening of mortgage rules.

09 October 2014

Chinese travellers shun domestic attractions

Commentators assess the reasons behind a slowdown in domestic tourism revenue during the National Day holiday.

09 October 2014

China’s pollution puzzle

While there is little sign that pollution control measures are being eased, output at smaller steel mills, which previously ranked among China’s most heavily polluting enterprises, is rising again. 

09 October 2014

Signs point to a not-so-golden October

Despite several recent policy moves, we have yet to see signs of the broader credit easing needed to fuel faster Chinese economic growth.

08 October 2014

Special Report: shadow finance risks begin to ebb

Our latest in-depth analysis of China’s shadow finance sector suggests that while overall scale continues to increase, the systemic risks posed, particularly to the banking sector, may be beginning to decline.

08 October 2014

Special Report: illuminating shadow finance

In part two of our special report, our detailed analysis of the latest trends and developments within key shadow finance asset classes highlights shifting dynamics and changing risk profiles, as regulatory changes gradually ripple through the industry.

07 October 2014

Chinese exporters report increase in over-invoicing

China Confidential’s latest proprietary monthly surveys of 200 export manufacturers, trading companies and shipping agents suggest that over-invoicing of exports is becoming more common again. 

02 October 2014

Service sector supports labour demand in September

Labour demand growth moderated in September but remained robust, driven by strong service-sector demand. Our latest survey of 285 construction, manufacturing and service-sector companies also showed an increase in overtime and blue-collar wage growth, while companies were able to fill a larger proportion of vacancies than in previous months.

02 October 2014

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