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Guangdong CHJ – a small but high-margin player

Emphasis on self-owned stores boosts margins for manufacturer and seller of lower-carat gold jewellery to consumers.

Inflationary pressures remain strong

Though a moderation in CPI is likely in September, October and November, underlying inflationary pressures remain strong.

Inflation still not quelled

What is puzzling, is that amid this rising inflation, liquidity remains neutral to loose.

Supply concerns boost iron ore prices

Iron ore and rebar prices in China gained this week ending Jan 17 helped by supply concerns as India, the world's third-largest iron ore exporter, considers a ban on exports of the commodity in parts of the country.

Metal prices climb further

Prices for most commonly traded metals in China gained for the third consecutive week this week with the futures price of copper hitting a year high on strong economic data in China and the US.

Strong demand expectations drive up metal prices

Prices for commonly traded metals rose in China this week ending Dec 13, buoyed by belief that strong consumption will lead demand for most base metals to outpace supply through the beginning of next year.

Metals extend losses into third week

Metal spot and futures prices in Shanghai continued to fall this week ending Nov 29 on macroeconomic uncertainty over fears that rising inflation may spark further tightening. The price fall was most pronounced for zinc and copper, while iron and rebar held steady.

Copper and zinc prices hurt by fears of further tightening

Metal spot and futures prices in Shanghai fell further this week ending Nov 22 as yet another hike in the required reserve ratio fanned fears that further tightening to counter inflation may curb demand. Declines were most significant for zinc and copper.

What lies behind the diesel shortage?

Chongqing, Zhejiang, Jiangsu and other areas are wrestling with a diesel shortage. Many small manufacturers have had to suspend or reduce production. Scholars debate what has caused the conundrum.

Metal prices fall on government auctions of metal reserves and fears of further tightening

Metal spot and futures prices in Shanghai retreated this week ending Nov 15 on recent government auctions of metal reserves and fears that higher than expected October inflation and loan growth data may spark a new round of tightening.

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12 Jan 2012

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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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