Issue archive
05 March 2009
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Welcome to China Confidential!The Big Call
No rebound…yet
This space is set aside each fortnight for a Big Call - sometimes bold, sometimes less so – that we make on a key aspect of the economy or related issue. As this is our launch edition and we are setting out our stall, we felt that a series of calls was, well, called for – so that you get a better sense of where we are coming from.
Consumer China
Urban uber-shoppers
While a number of retail outlets in the UK and US have been brought to a standstill by the financial crisis, the picture in urban China is looking quite different.
Myspace and Facebook face the facts
Global leaders in online social networking are struggling to penetrate the Chinese market, where home-grown alternatives are simply more fun.
The luxury game
Paul French, chief China representative of Access Asia, a consultancy and research company, gives his take on a well-known consumer conundrum.
Sending white elephants to the countryside
How effective are government attempts to encourage sales of white goods in rural China? China Confidential investigates.
Ctrip crowded out
Changing market conditions mean China's leading online hotel and flights reservation provider is losing ground to some ambitious competition.
Forbidden City
China’s protectionism paranoia is justified
China fears an upsurge of protectionism and has plunged itself into diplomatic efforts to avoid it. But a wave of protectionist measures by its own provincial governments is undercutting its argument.
Chinalco's bid for Rio, what are the chances?
Michael Komesaroff, principal of Urandaline Investments, a consultancy specialising on China’s capital intensive industries, writes on who is set to gain most should Chinalco's proposed $19.6bn investment in Rio Tinto get the go ahead.
Funds Data
Investors retreat from China equity funds
Both fund managers and investors significantly reduced their exposure to China during the last two weeks of February as faith in a near-term rebound in the economy waned.
In Depth
Is China on the brink of a property rout?
Depending on who you speak to, China’s real estate market is either getting along just fine or is about to spectacularly implode. China Confidential investigates.
Guest Column
3G in China: It’s here! Now what?
BDA China chairman Duncan Clark cuts through the hype surrounding the long-awaited launch of 3G mobile technology in China.
The Best of Chinese Commentators
The financial crisis’ second tide
Is talk of a 'second tide' in the financial crisis a justified concern, or just scaremongering?
The bond issue
Local government bonds: A natural devolution of economic power, or a free rein for corrupt local officials?
News In Review
18th February - 4th March
China pushes to snap up Australian resources, the US and China agree to hold defence talks, Hilary Clinton sweeps human-rights issue under the carpet, more stimulus measures to support China's industry, more banking measures to ease loans, and yet more growth stimulus measures expected to come at National People's Congress.
Selected Views
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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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