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15 December 2011

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Macro View

Outlook for 2012

The Big Call

A hot money exodus

Chinese hot money is rushing overseas, raising a host of implications for the renminbi, domestic monetary policy and wealth managers around the world.

Consumer China

Media entertainment – the ups and downs of showbusiness

New restrictions on TV programming and the unpredictability of film making ensure a volatile environment for entertainment companies.

Enlight media – going local

The television programme producer is driving advertising sales by tapping local channels with a wider reach.

Bona Film – picking the big hitters

Success in selecting box-office hits to distribute this year has helped the film company turn a profit in the first nine months of 2011.

Orange Sky – tapping the mainland's cinema goers

The cinema network operator is focusing expansion efforts on mainland China to drive growth.

Huayi Brothers – holding out for next big picture

A lack of blockbusters this year and a high base of comparison with 2010 when the film distributor launched the record-selling 'Aftershock' is hurting 2011 performance.

Financial China

A turning point for renminbi internationalisation?

Investors who prefer to take a longer-term view on the renminbi can find comfort in knowing that Beijing is still eager to internationalise its currency.

Select financial charts

A selection of key financial data.

Capital Intensive China

Solar – overcapacity blues

It will take most of 2012 to shift inventories, with some help from demand in the domestic market.

Rural China

Rural wealth recovers in November

Economic activity in the countryside picked up slightly in November helped by a rebound in pork prices.

The Best of Chinese Commentators

What's in store for 2012?

Discussions at this week's Central Economic Work Conference hint at things to come for economic policy in 2012.

Ecfa – a boon or a political hot potato?

Debate continues over the Economic Cooperation Framework Agreement between Taiwan and the mainland.

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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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Europe's financial problems and the US's slow recovery cast a shadow over prospects for the world economy. In this gloomy scenario, growth in China, India, Brazil and other emerging markets is certainly a bright spot. But how badly exposed is the developing world of the south to the problems of debt-ridden north? In a special report, a team from FT Brazil Confidential interviewed GlobalSource Partners local experts from 16 emerging economies.

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