Overcapacity concerns deepen

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.

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.

Real Estate – Uncertainties Ahead

The outlook for China's real estate market is turning more cautious.

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.

China: "Invest accordingly"

Hugh Young, managing director of Aberdeen Asset Management Asia, talks on the risks of investing in the China market.

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.

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.

No lack of money

The most popular question on the Shanghai stock market is 'What to buy?'