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17 June 2010

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Macro View

A double dip?

The Big Call

Trade: a profit-poor boom

Rising wages, raw material and industrial input costs are whittling away exporters' profit margins even as orders rise.

Consumer China

Healthcare services – breaking free from the state

Increased health awareness and a rising middle class are fuelling demand for specialist private healthcare services.

Topchoice – the only domestic listed dental clinic

The Zhejiang-based private dental clinic saw first quarter revenues grow 25% year on year.

China Nepstar – hostage to state pricing

Profits have come under pressure at the drug retailer from price ceilings on products under China's essential drug list.

Aier – focusing on eye care

Demand for laser eye surgery and cataract treatment is driving growth at the private eye treatment specialist.

Sinopharm – good grounding

China's largest drug distributor is well poised to benefit from development in the healthcare sector.

Financial China

Select financial charts

A selection of key financial data.

Defusing time bombs

The banking regulator shows a willingness to defuse one of China's biggest financial time bombs but appears likely to keep tiptoeing around another.

Capital Intensive China

A slow charge

There is little doubt that electric vehicles and automotive batteries will become big industries in China. The big questions are 'when', 'how' and 'are prospects over-hyped'? We set out our sense of how the industry may develop – the winners, losers, pitfalls and timescales.

The Best of Chinese Commentators

Convergence of interests

Who will benefit most from the trial programme to allow internet, telecom and television operators to offer combined services?

Uncertainties ahead

Analysts debate China's economic outlook for the second half.

Guest Column

A basket solution

Hai Xin of Overlay Asset Management, talks on the currency issues faced by mainland investors should the renminbi appreciate.

Funds Data

China flows hold firm

China funds have managed inflows despite a number of economy-related concerns.

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