Issue archive

03 June 2010

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Macro View

Whither interest rates?

The Big Call

Food to drive inflation above target

Speculative capital flowing into a range of agricultural products and falling output following a run of bad weather is set to continue driving up food prices.

Consumer China

Online games – big guys slaying little guys

In this issue, we publish the results of China Confidential's authoritative online game survey, using it as a starting point for an analysis of the industry in general.

Perfect World – loyal customers spend more

In spite of a quarterly blip in the number of paying customers, average revenue per current user continues to grow.

Tencent – a good mix

Almost 70% of our surveyed respondents said they played Tencent's QQ casual games.

Shanda Games – players spend less

Average revenue per user plummeted by 21% from the fourth quarter of last year following the botched launch of an expansion pack for its flagship game.

Netease – World of Warcraft comes at a cost

The cost to operate China's most popular multiplayer online game is eroding margins.

Changyou – shrinking sales growth

The online games operator is struggling to attract new paying account holders.

Financial China

Underground finance – the pressure tells

Negative real deposit rates are boosting the informal banking sector, creating headaches for regulators and straining banks. Will regulators be forced to raise deposit rates?

Select financial charts

A selection of key financial data.

Capital Intensive China

Will fixed asset investment growth slow?

Though there are some signs that central government investment is slowing, westbound investment continues apace along with construction activity on stimulus driven projects.

The Best of Chinese Commentators

Property price conundrum

How long until tightening measures in the property market lead to significant price declines? And will the tightening continue?

Driving green

A new pilot study to subsidise alternative energy vehicle purchases shows Beijing means business in its ploy to go green.

Guest Column

Institutional investing in A-shares

Anthony Yau, of State Street Global Advisors, talks on steering through the noise surrounding the A-share market.

Funds Data

Managers spread net beyond China

Emerging market fund managers are getting serious about diversifying their portfolios to reflect investment stories other than China.

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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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