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Update Alerts

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

Policy paradigm to support A-share markets

A confluence of policy and reform factors, including the Shanghai-Hong Kong connect scheme, suggest an increasingly supportive environment for Chinese mainland stock markets.

14 November 2014

Surveys point to structural decline for KFC in China

Although company management remains confident of a sales recovery for KFC in China, our quarterly consumer surveys have shown a more structural decline in popularity in recent years, casting doubts on the brand’s ability to fully rebuild sales.

10 November 2014

Signs of recovery in China’s housing market

China Confidential’s latest proprietary survey of real estate developers suggests that market conditions improved in October, as mortgage rates were reduced

31 October 2014

Apple iPhone buying intentions soar as Samsung slump worsens

Our latest large-scale consumer survey showed a surge in demand for Apple’s iPhone, and a further slump in the popularity of Samsung's smartphone devices. Demand for the iPhone 6, with its larger screen, should drive up Apple’s China revenue in the coming quarter.

31 October 2014

Chinese housing market remains weak in October

Home sales growth remained negative on a YoY basis in the first 22 days of October, suggesting that recent policy easing has not succeeded in stimulating the housing market.

23 October 2014

China’s slowdown worsens

GDP growth moderated in 3Q14, while our close analysis of the macroeconomic data for September suggests that the slowdown may have become more severe during the final month of the quarter.

21 October 2014

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
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