Fixed Asset Investments

Manufacturers rush inland

The migration of industrial capacity from the east and south coasts to hinterland cities is speeding up, spurring a host of fundamental changes in its wake.

Underground finance – the pressure tells

Negative real deposit rates are boosting the informal banking sector, creating headaches for regulators and straining banks. Will regulators be forced to raise deposit rates?

Will fixed asset investment growth slow?

Though there are some signs that central government investment is slowing, westbound investment continues apace along with construction activity on stimulus driven projects.

Investment to stay hot

A confluence of factors suggest that fixed asset investment in China will remain buoyant even after Beijing's official stimulus programme is phased out from late this year.

China property surge may be turning

Contrary to domestic newspaper coverage today, the most telling recent developments in China's real estate sector may not be the recent surge in prices but rather some early signs showing that business may be moderating.

Factor inflation shows overheating

An almost across-the-board rise in industrial input prices shows the structural nature of China's inflationary pressures, obliging Beijing to maintain vigilance against overheating.

Smart moves

The construction of a 'smart' power grid for China is a long-term plan with big implications for power companies and investors.

'Shrinking' China spurs development

China's accelerated construction of railways, roads and air links will boost the process of urbanisation in coming years.

A bubble, a banking crisis or a soft landing?

Inflation, surging asset prices, overcapacity, hidden local debts, non-performing loans and tightening liquidity. Is this a 'China bubble' about to burst?

Property transactions down sharply in January vs December

Property transaction volumes in Beijing and Shanghai fell 46% and 45% month on month in January, according to official figures. But recent measures announced this week show Beijing remains committed to cooling China's real estate market further.

Latest Issue

29 July

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