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22 April 2010

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Summer cooling

The Big Call

Auto sales start to cool

A China Confidential survey of 50 auto dealerships reveals the key cooling trends behind the euphoric headlines for Q1 vehicle sales growth.

Consumer China

Fruit juice – Turning sweeter

The market feeds off a snowballing fashion for healthy living among the expanding middle class.

Uni-President China

The food and beverage company is targeting lower tier cities to drive revenues.

SDIC Zhonglu Fruit Juice

The apple concentrate exporter suffered in 2009 as it slashed prices to sell to crisis-struck overseas buyers, though exports were recovering well in March.

Tianyi Fruit

The orange juice maker is reaping profits from the launch of higher margin juice formulas.

China Huiyuan Juice

Huiyuan's weak showing in the fast growing juice drinks segment is weighing on performance.

China Haisheng Juice

The apple juice concentrate wholesaler has ambitious plans to push further into overseas markets.

Financial China

Will auto finance stumble again?

A confluence of factors suggest that this year will be a bumper one for auto finance as the industry leaves behind memories of its rupture in 2004.

Select Financial Charts

A selection of key financial charts.

Capital Intensive China

A new big theme: Energy saving

Companies that find ways to deliver energy savings are capitalising on Beijing's stricter insistence on reducing energy intensity.

China real estate policy grip tightens

China's real estate market is set to cool in coming months as policy curbs start to take effect.

The Best of Chinese Commentators

What to make of new property tightening measures

Some analysts are hopeful that the measures could halve investment-driven purchasing in coming months.

Energy price hike

The ramifications of the recent rise in fuel prices are expected to span beyond a marginal increase in the consumer price index.

Guest Column

The rise of the Chinese consumer

Agnes Deng, head of Hong Kong China Equity at Barings Asset Management, is optimistic about the growing power of the Chinese consumer.

Funds Data

Managers upbeat on China, investors stay on sidelines

Flows to China equities – a proxy for fund manager sentiment – gather pace, while investor flows to China funds remain on the whole down.

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China Confidential Funds

China Confidential Funds, a new research service launched by FT China Confidential, is dedicated to illuminating the mainland fund industry. Our team of fund industry experts in Shanghai search out the interesting trends in fund performance, strategy, interactions with overseas funds, regulatory changes, distribution and management. We also use a proprietary system to track the emerging flows of Chinese money. Click here to find out more.

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