Issue archive
06 August 2009
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Beijing equal to hire wire actThe Big Call
Overcapacity concerns deepen
Quantity of growth vs the quality of growth...that is now the question.
Consumer China
Out-of-home ads – A moving picture
The picture is mixed for the key players Focus Media, VisionChina and AirMedia despite signs that ad spending is recovering from a lacklustre Q408 and Q109.
AirMedia Group ramping up to take off
Concession fees from the company’s impressive list of newly-signed deals might hurt margins in the short term, but should augur well for its mid-term outlook.
Losing Focus
With Sina's acquisition delayed and looking increasingly unlikely, Focus Media might have to launch a strategy rethink to turn around its weakening performance.
VisionChina: the high road
The out-of-home digital advertising company is riding on a surge in transport infrastructure spending with its digital TV screens on buses and metros.
Forbidden City
Environment wins in US-China meeting
The importance placed on July's Strategic and Economic Dialogue between the two nations raises a sense of optimism that the US and China may be able to make progress on key issues such as climate change.
Financial China
Stealth tightening
Although the official "appropriately loose" monetary policy remains unchanged, Beijing is in fact determined to delicately but firmly restore some discipline
Hot money surge
Surging inflows of hot money make interest hikes less likely
Mortgage curbs
China's banking regulator is serious about making its second property mortgage curbs stick.
Funds Data
Funds keep China faith
Flows into China equities significantly outpaced those into other BRIC country stocks over the last two weeks, as Chinese real estate companies took the centre stage.
Postcard From No 528
No lack of money
The most popular question on the Shanghai stock market is 'What to buy?'
Capital Intensive China
Real Estate – Uncertainties Ahead
The outlook for China's real estate market is turning more cautious.
Guest Column
China: "Invest accordingly"
Hugh Young, managing director of Aberdeen Asset Management Asia, talks on the risks of investing in the China market.
The Best of Chinese Commentators
Water price pressures
Water prices look more likely to rise.
A liquidity led stock rally?
Debate rages over the role of easy credit in the 100% rise of Shanghai's stock index since November last year.
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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