Issue archive

09 July 2009

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Macro View

Bestride the liquidity watershed

The Big Call

Inflation to return, but gradually

Will the surge in money supply in the first half lead to the type of inflation that forces the central bank to hit the brakes later in the year?

Inflation to return, but gradually

Will the surge in money supply in the first half lead to the type of inflation that forces the central bank to hit the brakes later in the year?

Consumer China

Telecoms: Divergent fortunes

China's telecoms carriers are set for mixed blessings with the rise of 3G, broadband and services such as Internet Protocol TV.

Cable TV: The Writing on the Wall?

Cable operators are coming under pressure from Internet Protocol TV provided by telecoms carriers through their expanding broadband networks.

China Unicom

The extent of Unicom's future fortunes hangs on the outcome of the Apple iPhone deal.

China Telecom

The future is bright for the fledgling mobile telecoms operator thanks in part to the impending launch of its international standard 3G service.

China Mobile

The world's largest telecoms operator by subscriber number has come under pressure from its new rival China Telecom.

The Best of Chinese Commentators

The magic 3,000

The Shanghai Stock Exchange composite index hit 3,000 points on July 1, marking the largest rise in six months since 1992, but for how long can the rally continue?

One small step for the renminbi?

A recent pilot scheme to allow select companies to invoice and settle trade transactions in renminbi is just one move towards the internationalisation of China's currency.

Forbidden City

Farewell to easy, easy money

Beijing has two challenges on its hands; one of an economic nature to curb liquidity without stopping growth, and the other of political importance to contain the worst ethnic unrest since the Cultural Revolution.

News In Review

25th June - 8th July

China takes steps to internationalise renminbi, sovereign wealth fund regains confidence, Fiat to start making cars in China again, and power output increases. Meanwhile, ethnic riots continue to wreak havoc in Xinjiang.

In Depth

Harnessing China's domestic demand

Jing Ulrich, managing director and chairman of China equities at JP Morgan, talks on signs of recovery stemming from restored domestic confidence.

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