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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.
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?
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.
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.
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.
China Confidential Funds
China Confidential Funds, a new research service launched by FT China Confidential, is dedicated to illuminating the mainland fund industry. Our team of fund industry experts in Shanghai search out the interesting trends in fund performance, strategy, interactions with overseas funds, regulatory changes, distribution and management. We also use a proprietary system to track the emerging flows of Chinese money. Click here to find out more.
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