Fixed Asset Investments

Real Estate sales fall further.

New home sales continued to fall sharply in the past week across first and second tier cities following a slew of tightening policies and an interest rate hike (see CC Update Alert, 21 Oct 2010). Nonetheless, transaction volumes still remain significantly higher than the summer's lowest levels.

The Five Year Plan - what will "rebalancing" really mean?

We set out our estimates on what key economic changes are likely during the Five Year Plan period from 2001-2015.

Low-cost housing surge likely to materialise

With the commercial real estate market slowing, Beijing is trying to keep fixed asset investment high by boosting low-cost housing construction. Such plans have disappointed before, but this time we think the hoped-for boom will materialise.

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.

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12 Jan 2012

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