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Update Alerts

Housing market continues to recover in December

Home sales in the 42 cities monitored by China Confidential rose further in December, but inventories also increased.

19 December 2014

Growth slows further in November

Economic activity slowed further in November, according to National Bureau of Statistics data, with signs that the sharp rise in new loans during the month had not yet fed through into the real economy.

12 December 2014

Weak official exports distorted by fake invoicing clampdown

Our most recent proprietary survey of exporters suggested that fake invoicing and round-tripping of Chinese exports diminished in November, a likely cause of the sharp slowdown in official export growth. 

08 December 2014

Housing market returns to growth in November

Home sales in November in the 42 cities monitored by China Confidential expanded on a YoY basis for the first time since October 2013.

05 December 2014

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

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