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22 December 2011

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Macro View

A difficult year set to yield above 8% growth

Consumer China

Retail sectors in 2011

Cooling inflation coupled with rampant competition, what's in store for Chinese retail in 2012?

Consumer China - Forecast for 2012

Cooling inflation is likely to support general retail sales though incomes among wealthier households could get hit by falling asset prices.

Financial China

Financial China - Forecast for 2012

China Confidential details its forecasts for China's financial sector in 2011.

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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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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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