Issue archive
20 August 2009
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A moment of truthThe Big Call
A local financial time bomb
Local government finances constitute the biggest single long-term risk to China's financial system.
Consumer China
Pharmaceuticals - a healthy course
China's pharmaceutical industry is set to benefit from recent healthcare reform spending, as well as government support for the development of the traditional Chinese medicine sector.
Sinovac and swine flu
The developer and provider of vaccines is benefiting from orders from the Ministry of Health to supply its swine flu and hepatitis A products to high-risk groups.
Sinopharm - a new contender
China's largest pharmaceutical distributor and importer awaits the green light to list in Hong Kong.
Simcere – not immune
The developer of drugs for cancer and infectious diseases has been disappointing investors since late last year.
Tongrentang – TCM bellwether
The world's largest producer of traditional Chinese medicine is capitalising on its long history to boost sales at home and abroad.
Financial China
Insurance - a structural play
After a steady performance in 1H, a number of factors augur well for 2H and further into the future.
Ping An - not so tranquil
Sacrificing profit margins to expand market share has hurt 1H performance.
China Life - in the balance
The insurance behemoth looks to be opting for short-term revenue declines to achieve longer-term stability.
Capital Intensive China
Developers defy doomsayers
Slowing construction starts add fuel to the doomsayers argument that the real estate 'bubble' is bursting, but developers remain upbeat.
The Best of Chinese Commentators
Inflation, inflation, inflation
Recent CPI and PPI data show no signs of inflation, but how long until the trend reverses?
Sovereign wealth
China Investment Corporation recently reported its financial results for the first time, noting net profits of $23.1bn in 2008, despite a poor performance overseas.
Guest Column
Bright prospects
Mark Mobius, executive chairman of Templeton Asset Management, on the long-term promise of China's economy.
Funds Data
China zeal wavers
China sentiment wavered last week as funds reduced their exposure to the country's equities and investors withdrew from China-related funds. Financial stocks look to have fared the worst.
Forbidden City
Iron and awe
One minute Beijing warns of commercial espionage by Australia's Rio Tinto, the next it signs the biggest trade deal to date with the country. Where do China's true sympathies lie?
Postcard From No 528
Wobbling on the liquidity high wire
With Shanghai's stock rally faltering this week, the fragility of the market's psychology has been laid bare.
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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