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29 October 2009

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Macro View

Back to the balancing act

The Big Call

Coal prices, imports to firm

A confluence of surging domestic demand mixed with factors constraining supply suggest that domestic coal prices and imports are set to firm considerably over the coming weeks.

Consumer China

Restaurants: a healthy appetite

With growing amounts of venture capital being directed at China's chain restaurants, the sector is becoming an increasingly attractive investment theme.

Café de Coral

Mainland China will become an increasing driver of growth for the group in the coming years.

Ajisen - in favour

With ambitious expansion plans and hopes to move into higher margin upper-end restaurants, we expect Ajisen to be a strong performer.

Quanjude: a sitting duck

The group, best known for its Peking duck restaurants, is so far having limited success stepping out of Beijing.

Little Sheep: hot prospects

Yum Brands' increased stake in the hot pot chain bodes well.

Yum Brands' winning recipe

China is driving a significant portion of revenues thanks to the popularity of the company's brands such as KFC.

Financial China

China takes aim at commodities pricing power

The rapid growth of Chinese commodity exchanges suggest that enhanced international influence over prices could become a reality within several years.

Capital Intensive China

High prices strain property market, but no end in sight

Although property prices continue upward, signs of a big bust remain at bay.

The Best of Chinese Commentators

What to make of the third quarter

Chinese commentators assess the latest government economic figures and what they mean for upcoming quarters.

Casdaq

Is early enthusiasm in China's newly-launched growth enterprise board overblown?

Guest Column

Faith in China rally

Ezra Sun, director, fund manager and head of the Far East at Veritas, is confident that this year's strong market recovery will continue.

Funds Data

Investors reassess Taiwan, Russia

Investor flows to Taiwan funds accelerated last week, while funds took a closer look at Russian equities.

Postcard From No 528

Corporate bond market stalked by inflation

With uncertainties over the return of inflation later this year and in 2010, long-term corporate bonds may become an increasingly tough sell.

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