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15 July 2010

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Macro View

Easy does it

The Big Call

Underground banks – lifeblood of the private sector

Lending from a wide array of unregulated private lenders has surged this year to meet demand from a resurgent private sector in need of credit to meet rising orders.

Consumer China

Private education – changing needs

The chronic oversupply of university graduates is driving new trends in China's private education market.

China Education Alliance – vocational courses drive growth

Revenues from the company's vocational training services have been outpacing those from online tuition.

ChinaEdu – graduate oversupply erodes revenues

Revenue from online degree programmes, the company's mainstay, have been shrinking for several quarters.

China Distance – some way to go

Rising costs have been eroding margins, but strong demand for the online education provider's vocational courses bodes well for the future.

ATA failing the test

Since losing a major government contract, the test provider is finding it a costly process to expand its reach to the private sector.

New Oriental – fighting on

After a choppy performance in recent quarters as swine flu fears hurt enrolment figures, China's biggest private educator is staging a comeback.

Financial China

Selected Financial Charts

A selection of key financial data.

ABC – a real charmer, but for how long?

Strenuous effort secured the Agricultural Bank of China a successful IPO that raised $19.2bn, but will investors be impressed?

Capital Intensive China

Property doom and gloom overblown?

Gloom over property is spreading. With no sign of easing on the policy side, should we be worried about a double dip led by the construction industry?

The Best of Chinese Commentators

A second stimulus

Signs are emerging that China's economy is moving into a cooling phase, but is it ready for a second boost?

Inflation pressures?

Are domestic commentators worried about recent official inflation rates?

Guest Column

Investors keep faith in China

In spite of a bumpy performance for China's main equity indices this year, investor and fund manager flows to the region carry on up, says Cameron Brandt, senior analyst at EPFR Global.

Funds Data

Taiwan funds buck downwards trend

Taiwan funds outperformed regional counterparts during the week ending July 7.

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