Issue archive
19 March 2009
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If you build it, China will prosperThe Big Call
Optimism returns ...gingerly
With some of Beijing's economy-boosting measures beginning to gain traction and feed through to the real economy, we are becoming guardedly optimistic.
Consumer China
All work makes defensive plays
A search for differentiators in an oversupplied job market is creating surprising buoyancy in some parts of the for-profit education market.
Testing times for ATA
ATA reported questionable results last quarter, out of character for China's largest test provider. China Confidential investigates.
Online A-grade stars
Investors keen to reap the benefits of China's burgeoning for-profit education sector are now looking online for the 'next New Oriental'.
Education Market Overview
Getting to grips with the size of China's for-profit education sector.
Pass marks for New Oriental
Over the long term, English language test-prep network New Oriental is the most downturn-resistant company in China's fiercely competitive for-profit educational services sector.
Forbidden City
The team of rivals
Economic trials are causing stress among China’s leaders and intensifying rivalries, but it is too early to identify debilitating rifts in policymaking.
Funds Data
Taiwan in the sun
Despite China-related funds continuing to show lacklustre performance this year, Taiwan funds showed a marked improvement over their counterparts in the last two weeks.
In Depth
Are Beijing’s boosters kicking in?
China Confidential researchers investigate the extent to which a series of recently announced plans to stimulate the economy are being implemented at a local level.
Guest Column
A healthy investment in China
Chris Ruffle, manager of China Fund Inc and the Martin Currie China Hedge Fund, talks about China's healthcare sector as the silver lining of the country's economic storm clouds.
The Best of Chinese Commentators
Growth ABCs, or should that be VWLs?
Some of China's leading economists spell out their forecasts for the shape of China's economic rebound.
Can living off Rmb 100 a week be glorious?
Wang Hao, a Beijing based office worker in his twenties, calls for 2009 as a time to be frugal.
News In Review
5th – 18th March
China’s statistics bureau released steady January and February retail figures and lacklustre industrial output figures, Wen promised 8% growth this year and announced a series of economic boosters, local governments were authorised to issue bonds, Beijing pursues its energy and resources grab, and melamine milk victims make a breakthrough with lawsuits.
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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