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28 January 2010

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A Manichean polarity

The Big Call

Unease at US driving China into Asean arms

Fears of anti-dumping cases from the US and EU is one factor motivating investments in Asean by Chinese companies.

Financial China

Banking: Peering into the murk

The underpinnings of China’s banking system look increasingly fragile as murky dealings are exposed.

Capital Intensive China

Are bullish developers dreaming?

Following a successful 2009, property developers are predicting what many analysts consider to be overoptimistic sales targets this year.

The Best of Chinese Commentators

Which economic uncertainties loom largest?

Inflation has returned, loans are growing, and stock and property prices abound.

Raising the bank reserve requirement

The central bank raised the bank reserve requirement by 0.5 percentage points on January 18. Is this a sign of more tightening to come?

Guest Column

Vietnam after the financial crisis

Scott Robertson, chief economist at Dragon Capital, talks on Vietnam's bumpy ride up the value chain.

Funds Data

China fund flows stall on signs of monetary tightening

China investors are taking their money off the table as they await the market reaction to new monetary tightening and the direction of policy in 2010.

In Depth

Vietnam and China trade brightens

Two-way trade between China and Vietnam grew 8% in 2009 to $21bn – bucking the trend of a 14% slump in China’s trade with the world.

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