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Bona Film – well positioned for growth

Chinese film producer and distributor Bona Film’s expansion of its cinema business and large investment fund have reduced risks, while a strong pipeline of film releases in 2015 should support continued growth.

23 April 2015

Wanda Cinema Line – market leader continues rapid expansion

China’s market-leading cinema operator recorded robust growth in 2014, and should continue to expand rapidly as an integral part of Wanda Group’s development strategy, bolstered by strong per-cinema revenue and an established online presence.

23 April 2015

Huayi Brothers – expected rebound, intensifying competition

A renewed focus on filmmaking should revive growth in its core business in 2015, but Huayi Brothers is facing increasingly stiff competition from imported blockbusters, domestic rivals as well as aggressive, cash-rich internet firms.

23 April 2015

Alibaba Pictures – part of a bigger picture

While set to benefit from its position as the fulcrum of Alibaba’s expansion into the film and television market, Alibaba Pictures faces short-term challenges in turning around the financial weakness it inherited from ChinaVision Media.

23 April 2015

Domestic views on the A-share bull market

Mainland investors have been assessing the latest frenzied developments on Chinese stock markets.

23 April 2015

Film – internet transforming China’s movie business

China’s film industry continues to grow rapidly, but the influence of the internet is causing significant changes, putting pressure on domestic market leaders. China’s internet giants have expanded rapidly into film production and promotion, while online ticketing is reshaping distribution.

23 April 2015

Assessing the latest RRR cut

Mainland economists assess the implications of the central bank’s latest RRR cut.

23 April 2015

Chinese banks in a period of transition

The weakening economy and a series of structural financial reforms have resulted in rising bad debt and slowing profit growth for Chinese banks, a trend likely to continue this year. However, growing support from regulators should enable a smoother long-term transformation of their role within the Chinese economy.

23 April 2015

A reassuring statement of intent

Beijing’s 100bp cut to banks’ reserve requirement ratios suggests a recognition that it needs to take a more proactive approach to relaxing credit conditions.

23 April 2015

Credit key to housing market recovery

While it is now clear that Beijing wishes to bring about a real estate recovery and there is strong underlying demand for housing, a sustained rebound in home sales will hinge on looser credit conditions, the absence of which undermined the previous policy-led rally at the end of 2014.

22 April 2015

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