Issue archive
29 October 2009
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Back to the balancing actThe 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.
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.
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.
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.
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?
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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