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11 February 2010

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The Big Call

'Shrinking' China spurs development

China's accelerated construction of railways, roads and air links will boost the process of urbanisation in coming years.

Consumer China

Department Stores: Only the savvy may win

Increasing competitive pressures and rising costs of rents, power and payrolls is sorting the savvy operators from the bumbling neophytes.

Beijing Wangfujing Department Store

Despite a reasonable reported performance last year, concerns lurk over the company's current condition following a recent financing frenzy.

Parkson Retail Group – Malaysian promise

High margin cosmetic sales are helping bolster Parkson's performance.

Golden Eagle Retail Group

Retail sales in Jiangsu, where the department store operator dominates, were up over 20% in the second half of 2009.

Yinchuan Xinhua – a champion at home

The Ningxia-based department store saw revenues of Rmb 774m in the third quarter of 2009, up over 20% year on year.

New World Department Store

The company's sales are being driven increasingly by its stores in second tier cities in central China.

The Best of Chinese Commentators

'New generation' migrants

Around 60% of China's migrant workers are under the age of 30 yet have limited knowledge of farming and are keen to enjoy a city life.

Bank shares in 2010

To invest or not to invest in the 14 banks listed on China's A-share market?

Guest Column

A long-term China bull

David Jiang and Bin Hu of BNY Mellon Asset Management based in Asia, talk on China's long-term growth potential.

Funds Data

Flows to China remain down

Over $62m flowed out of China funds during the last two weeks.

In Depth

A bubble, a banking crisis or a soft landing?

Inflation, surging asset prices, overcapacity, hidden local debts, non-performing loans and tightening liquidity. Is this a 'China bubble' about to burst?

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