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23 December 2009

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Macro View

The Big Call

Balancing inflation, overcapacity and asset bubbles. Is that all?

Peering into our crystal balls for 2010, things appear bleak or complex, but there are at least some silver linings.

Consumer China

Retail sales: Divergent scenarios

The return of inflation and the reduced impact of stimulus measures introduced at the start of this year to boost sales may mean a different course for retail spending in 2010.

Capital Intensive China

Overheating, overcapacity to weigh on capital intensive industries in 2010

While fixed asset investment is set to slow, the government will attempt to cool real estate markets in major cities and continue to push the roll-out of green technologies.

Guest Column

China's gold appetite

China will overtake India as the number one private gold buyer by a considerable margin for 2009, and robust demand will likely continue next year, says Adrian Ash, head of research at BullionVault.com.

Funds Data

Investors favour China over Brazil

Flows to China equities have exceeded Brazil for five out of the last six weeks.

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