Issue archive

17 September 2009

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Macro View

Talking bubbles, but spending more

The Big Call

Domestic brand cars to ramp up market share

Chinese car companies are ascending the technology ladder at such a rapid rate that within a few years there will be little or no quality difference between domestic and overseas branded cars.

Consumer China

Internet ads – Search and Rescue

With 338m people online, China’s internet ad market is big. Trends are benefitting search engines, but portals needed rescuing from reliance on their old mainstays.

Sohu – Buoyed by games

A solid performer.

Sina – Behind the curve

It may take Sina a while to shake off its listlessness.

Baidu – Search Successful

Sentiment surrounding Baidu is positive for good reasons.

Financial China

Banks’ Net Interest Margin rebounding

Our interviews with bankers in several parts of the country convince us that a real adjustment in commercial bank strategy is already underway.

Bank regulator blinks on credit tightening

China’s bank regulator has eased its stance on credit tightening, showing that – for now - GDP growth trumps monetary discipline in Beijing’s hierarchy of priorities.

Capital Intensive China

Real Estate – Bubble, what Bubble?

Developers are raising capital and snapping up land, but buyers are still active and prices are going down as well as up. It might be a bubble, as many Chinese economists are now saying, but we don’t quite see it that way.

The Best of Chinese Commentators

Following the hot money

Is the hot money that flowed into China in Q2 ready to depart now that the US economy shows signs of recovery?

How sustainable is the economic rebound?

Leading economists debate the vital signs that hold the key to China’s medium-term economic future.

Guest Column

Banks, property and large caps to shine

Too many investors are preoccupied with short-term market fluctuations. But with earnings in certain sectors promising to stay robust into 2010, some stocks are still fundamentally attractive.

Funds Data

China back in vogue

China has recovered its poise and funds are prepared to trust once more.

Postcard From No 528

International board: a Barmecidal feast?

Hopes that an International Board for foreign companies may be launched on the Shanghai Stock Exchange are examined in the cold light of the law.

Forbidden City

Renminbi internationalisation – The master plan

China is accelerating its moves to internationalise the renminbi currency. However, control rather than liberalisation is the animating energy behind the plan.

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