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Stronger consumer picture in August

Consumer spending, confidence and household income continued to improve in August, according to our latest survey of 1,000 consumers nationwide, despite signs of an increase in the cost of living. A-share buying sentiment returned to positive territory for the first time since February 2013. 

29 August 2014

58.com – classified ad leader facing property headwinds

China’s leading online classified advertising site by revenue should continue to outperform in a fast-growing sector, but sluggish property sales are likely to exert a short-term drag on revenue.

28 August 2014

China’s housing shortage persists

Despite the fall in home sales this year, our analysis suggests that China’s housing market is undersupplied rather than oversupplied.

28 August 2014

Weibo – growth faces mounting threats

Despite rapid top-line growth, mounting issues with user acquisition and retention and limited ad inventory diversification present real threats to Weibo’s prospects.

28 August 2014

Selected financial charts

A selection of key financial data over the past fortnight.

28 August 2014

Autohome – car site remains in the fast lane

Continued strong advertising revenue and a number of recent product launches and partnerships should drive further strong revenue growth for China’s leading car information and listings site.

28 August 2014

East Money – e-commerce services drive rapid growth

Rapid growth in financial e-commerce services has driven significant top-line and bottom-line improvements for China’s leading financial information vertical portal.

28 August 2014

Chinese gold sales: losing their lustre?

A slowdown in gold sales in China in 1H14 has prompted debate about the outlook for gold investment and jewellery sales during the remainder of the year.

28 August 2014

Further trust slowdown ratchets up the pressure

Trust issuance has continued to slow as the value of maturing trusts are rising dramatically, increasing potential default risks. To date, however, policymakers remain reluctance to countenance infrastructure trust defaults, with defaults most likely to occur within the energy and mining sectors.

28 August 2014

China’s box office success

Our survey of cinemagoers, cinema managers, movie executives and investors suggests that the recent boom in Chinese film investment and revenue is set to continue, but also highlights risks to the sector's outlook.

28 August 2014
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