Issue archive
06 May 2010
Download issueMacro View
Cooling continuedThe Big Call
China's rapid ascent up the value chain
Rapid improvements in technology and brand values by Chinese companies are winning recognition from around the world, boosting the value added content of Chinese exports and creating healthier margins for some leading Chinese companies.
Consumer China
White goods: Seeking refuge in higher technology
White goods manufacturers face a challenging future as input prices rise and the real estate market starts to cool, but those companies able to slip out of the mid-technology trap should fare well.
Haier Group: Achieving higher margins
The home appliance giant is pushing to grow the share of sales of higher end products over the coming years.
Midea: Ready for new energy saving standards
A significant proportion of Midea's air conditioner models meet new efficiency standards making it eligible for hefty subsidies.
Zhongshan Vatti: Property market concerns
A potential slowdown in the property market is expected to impact the hob and oven manufacturer's sales.
Hefei Meiling: Stuck in a mid technology trap
The refrigerator manufacturer looks to be suffering from unremarkable technology in an oversupplied market where price wars are rampant and input costs are rising.
Zhejiang Supor: The French Connection
The Chinese cookware manufacturer is benefitting from knowledge transfer and robust overseas orders thanks to its French majority stakeholder.
Financial China
Mortgage rate rises to spread
While the media debates incessantly when Beijing will raise rates, the Bank of China has gone ahead and done just that on mortgage lending, and we expect other big banks to follow suit – with implications for both bank profit margins and the property market.
Select Financial Charts
A selection of key financial data
Capital Intensive China
How property cooling mechanisms are working
A flurry of measures to subdue the property market have been announced. We profile three key ones – mortgage restrictions, land sales and taxes – that are showing varying degrees of effectiveness.
Nobao energy service company seeks NYSE listing
The domestic energy services company could be well positioned to benefit from China's push toward developing greener building stock.
The Best of Chinese Commentators
Stocks to the countryside
Is it a good idea to entice rural China into playing the domestic stock market?
More reserve requirement rate hikes
Chinese economists discuss the recent increase in the reserve requirement rate and the implications for the country's property and stock markets.
Guest Column
The Chinese Century?
Andre Loesekrug-Pietri, of a European Investment group in Beijing talks on China's dramatic ascent to becoming a major power and implications for global engagement.
Funds Data
China flows hit record highs but quickly retreat
Investors poured over $832m into China funds immediately following the government's Q1 performance announcement.
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.
Latest Hot Topics
- 1 articles have been tagged with Agricultural Machinery,
- 3 articles have been tagged with Agriculture,
- 1 articles have been tagged with Banking,
- 1 articles have been tagged with CPI,
- 1 articles have been tagged with Capital Account,
- 2 articles have been tagged with Capital Markets,
- 1 articles have been tagged with Construction,
- 2 articles have been tagged with Consumer Trends,
- 1 articles have been tagged with Environment,
- 2 articles have been tagged with Exports,
- 1 articles have been tagged with Financial Regulation,
- 1 articles have been tagged with Fiscal Policy,
- 2 articles have been tagged with Fixed Asset Investment,
- 6 articles have been tagged with Food And Beverage,
- 1 articles have been tagged with Fund Flows,
- 2 articles have been tagged with Government Finances,
- 1 articles have been tagged with Growth Trends,
- 1 articles have been tagged with Imports,
- 1 articles have been tagged with Industrial Output,
- 1 articles have been tagged with Inflation,
- 1 articles have been tagged with Insurance,
- 1 articles have been tagged with Land Transfer,
- 1 articles have been tagged with Lending,
- 1 articles have been tagged with Livestock,
- 1 articles have been tagged with Migrant Remittances,
- 2 articles have been tagged with Monetary Policy,
- 1 articles have been tagged with PPI,
- 1 articles have been tagged with Property,
- 1 articles have been tagged with Regulatory Shift,
- 1 articles have been tagged with Rural Subsidies,
- 1 articles have been tagged with Savings,
- 3 articles have been tagged with Trade
v5.0.24 running on fbweb08-uvuk-l
