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12 August 2010

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Macro View

Slowing, not slumping

The Big Call

Low-cost housing surge likely to materialise

With the commercial real estate market slowing, Beijing is trying to keep fixed asset investment high by boosting low-cost housing construction. Such plans have disappointed before, but this time we think the hoped-for boom will materialise.

Consumer China

China-Taiwan: A new phase in commercial ties

Warming cross-straits ties and easing restrictions mean the future for Taiwan may be more about tapping Chinese consumer demand than with using the mainland as a manufacturing hub.

China Airlines - Beneficiary of cross-straits travel boom

Robust demand for cross-strait flights and recent fare increases on cargo routes to Europe helped China Airlines realise year on year revenue growth of 56% in the first six months.

Chimei Innolux - flat panel maker under pressure from rising wages

The newly merged Chimei Innolux has raised salaries at its Shenzhen manufacturing plant by 33% this year with a view to raise them again in October.

RT-Mart - aiming at the lower tiers

The supermarket chain reportedly made total revenues of Rmb 40.4bn in 2009, surpassing Carrefour which made Rmb 36.6bn to become the largest hypermarket by sales revenues in mainland China.

Les Enphants - Growth spurt for Taiwan children's clothes maker

The company's mainland business contributed 64% of total revenues last year, but the proportion has been rising this year, Les Enphants says.

Giant Manufacturing - Mainland drives bike sales

Around 60% of Giant's 300,000 electric bike shipments went to mainland China in 2009.

Financial China

China Development Bank changes its spots

Intriguing new licenses for China Development Bank, the country's biggest policy lender, are raising the possibility of a new phase in financial reform.

Selected Financial Charts

A selection of key financial data.

Capital Intensive China

BYD's e6 - A long road ahead

China Confidential travels to Shenzhen to ride in the e6, talk to those who drive it and interview those who make it - and finds a car that falls far short of the hype.

The Best of Chinese Commentators

How big an issue is lending to local government investment vehicles?

Chinese experts discuss the risk of outstanding debts held by local government investment vehicles.

Should CIC change its strategy?

China's sovereign wealth fund saw a global return ratio of 11.7% in 2009 down from the National Social Security Fund's yield of 16.2%.

Funds Data

Flows to Taiwan cool

Investor perceptions of Taiwan turned mixed over the last two weeks ending Aug 4.

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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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