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China cuts interest rates

China has announced an asymmetric interest rate cut, a move which reflects the increasingly supportive policy stance being taken by Beijing, but which is likely to have negative implications for banks.

21 November 2014

Chinese home sales strengthen further in November

Home sales in the first 18 days of November rose on a YoY basis for the first time since October 2013, while there are also signs that inventories are now beginning to be drawn down.

20 November 2014

State Council reiterates new monetary policy paradigm

China’s State Council has called for easier financing in the economy, but has suggested that adjustments will be made within a new monetary policy framework that eschews a broad loosening of credit, in favour of targeted measures.

20 November 2014

Want Want – market leader faces challenge moving upmarket

Sales from lower-tier and rural markets will continue to underpin growth for China’s largest snack-food maker Want Want, but the company is facing challenges from heightened competition in the premium market.

20 November 2014

Lay’s – dominating the crisp market

Lay’s crisp market dominance is set to continue, driven by the support of owner PepsiCo’s well-developed supply, production and distribution networks.

20 November 2014

Mondelez – cookie monster faces growing headwinds

Although Mondelez – the international snack-food division of the company formerly known as Kraft Foods – remains the leading cookie maker in China by sales, momentum is slowing as the market matures and competition intensifies.

20 November 2014

One Belt, One Road – broadening China’s influence

Domestic commentators debate the significance of ambitious new plans to broaden China’s influence in Asia.

20 November 2014

Shanghai-Hong Kong Connect – a slow start

Muted trading following the launch of the Shanghai-Hong Kong Connect scheme has prompted debate about the programme’s likely impact on both A-share and H-share markets.

20 November 2014

Snack foods – consolidation on the menu

China’s snack-food market is set to experience further consolidation over the next few years, rewarding players that respond quickly to changing consumer tastes.

20 November 2014

Fragile real estate and FAI recovery

Home sales and fixed-asset investment showed signs of recovery in October, but it is questionable how sustainable this will prove without a loosening in credit.

20 November 2014

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