Savings

Stimulus required

Though a repeat of the muscular Rmb4.0tn stimulus package seen in 2009-2010 is now hardly possible, the need for Beijing to inject extra vigour into consumer spending, exports and even fixed asset investments is slowly becoming clearer.

Investor frenzy on new art stock exchange

After share prices on Tianjin's new "art stock exchange" ran off the scale, regulators behind the scheme were forced to step in.

Bank net interest income may escape unscathed

Banks' borrowing costs have been rising by a greater margin than lending rates due to three asymmetric interest rate hikes. But what does this mean for net-interest income?

The pension problem

Dr Kerry Brown, senior fellow of the Asia Programme at Chatham House, talks on one of the biggest challenges facing Beijing this decade.

Survey shows strong consumer demand

Our proprietary survey shows consumer spending plans remain very strong but questions proliferate about the quality of the current retail boom.

Underground banks – lifeblood of the private sector

Lending from a wide array of unregulated private lenders has surged this year to meet demand from a resurgent private sector in need of credit to meet rising orders.

Bank regulator blinks on credit tightening

China’s bank regulator has eased its stance on credit tightening, showing that – for now - GDP growth trumps monetary discipline in Beijing’s hierarchy of priorities.

When is a loan not a loan?

Official statistics show that Rmb 4,580bn was lent out in the first quarter of this year – that's over 90% of all loans extended last year and almost as much as the Rmb 5,000 lending target set for 2009. So where did all the money go?

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09 Feb 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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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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