Financial
Liquidity withdrawals continue
The People's Bank of China, the central bank, withdrew a further Rmb 84bn through open market operations this week, following a withdrawal of Rmb 81bn last week.
- 30 July 2010
How risky is Rmb 2,000bn in banks' off-books lending?
One upshot of the regulator's order to halt a ballooning business in off-balance-sheet lending may be to inject more investment liquidity into capital markets.
- 29 July 2010
Manufacturers rush inland
The migration of industrial capacity from the east and south coasts to hinterland cities is speeding up, spurring a host of fundamental changes in its wake.
- 29 July 2010
China's labour cost woes
Will rising wage costs signal an end to China's manufacturing prowess?
- 29 July 2010
A global double dip?
With cracks emerging in the proverbial stimulus policy patch ups in China and the west, are commentators nervous that another economic dip is on the horizon?
- 29 July 2010
Taiwan funds remain firmly in favour
Investor flows to Taiwan funds have been soaring for three consecutive weeks.
- 29 July 2010
The world should pray for a U-shaped recovery in China
Professor Wang Jianmao of China Europe International Business School looks back to the overheating days of the mid 1980s to warn that without the necessary economic adjustment, China could be headed for another hard landing.
- 29 July 2010
Central bank reverses trend of net injections as liquidity pressures ease
The People's Bank of China, the central bank, withdrew Rmb 81bn through open market operations this week, reversing the trend of net liquidity injections that has persisted for eight consecutive weeks. The move confirms our prediction (CC July 9 Update Alert) that the sharp liquidity shortage in the financial system would ease following the Agricultural Bank of China's IPO and the conclusion of the first half reporting period.
- 23 July 2010
Liquidity injection shows dwindling inflation concerns
The People's Bank of China (PBoC), the central bank, injected Rmb 49bn through open market operations in the past week, down from Rmb 105bn injected in the previous week, bringing total injections during the last eight weeks to Rmb 937bn.
- 16 July 2010
June economic data shows further slowing
China's economic growth slowed in the second quarter to 10.3%, down from 11.9% in Q1, according to data released by the National Bureau of Statistics today. Barring any major policy changes within the next three months, we expect GDP growth to continue moderating into the second half (CC July 15 Scenarios).
- 15 July 2010
Selected Views
-
Access Asia - The 'five consumptions' -
Jing Ulrich, JPMorgan: China's US Treasury Holdings Register Largest Monthly Decline Since 2000
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BDA China: China Mobile's App Store: How will 'Mobile Market' fare? -
BDA China: Bandit handsets: The pull of the orient
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BDA China: Analyst Note: Cable TV in China - Has great potential, and always will?
- More
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