Agriculture
China's farm imports outpace exports
Trade deficit in farm goods to continue to grow in China over the next five years as imports outpace exports.
- 14 January 2010
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Three snapshots
While margins at processed meat processors Delisi and Shanghai Dajiang are struggling under rising raw meat and pig prices, Zhangzidao Fishery is benefitting from demand for its upscale seafood.
- 14 January 2010
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Wuhan Zhongbai (000759:SZ)
Although Zhongbai continues to struggle outside of its home Hubei, inflation should support sound revenue growth in 2010.
- 14 January 2010
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Food inflation: Winners and Losers
Inflation in the price of many farm products is no small deal in a country with 721m rural citizens.
- 14 January 2010
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Yurun (1068:HKG)
The meat processor's mix of both low and high-end products gives the company more leverage to defend against pork inflation.
- 14 January 2010
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Sanquan Foods (002216:SZ)
The frozen-food manufacturer may see profits eroded by rising raw material costs.
- 14 January 2010
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Tingyi (0322:HKG)
Tingyi's recent success with beverages may help offset margin declines seen currently in its noodle business.
- 14 January 2010
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Zhongpin (HOGS:Nasdaq)
The fresh pork specialist is set to benefit from pig price inflation.
- 14 January 2010
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Farmers do better than urban 'mortgage slaves'
This year, Beijing will continue to push preferential policies for farmers while trying to stabilise property prices in major cities.
- 14 January 2010
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Food inflation to surge
No economic trend in China is more important than inflation, as we have been saying since July last year (CC July 9th Big Call). If Beijing fails to control it, it may have to slam on the monetary brakes later this year, potentially precipitating a 'hard landing' for the economy.
- 14 January 2010
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Selected Views
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Jing Ulrich, JPMorgan: China's US Treasury Holdings Register Largest Monthly Decline Since 2000
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BDA China: China Mobile's App Store: How will 'Mobile Market' fare? -
BDA China: Bandit handsets: The pull of the orient
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BDA China: Analyst Note: Cable TV in China - Has great potential, and always will?
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Access Asia: China Retail Quarterly April 2009
- More
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