Growth Trends

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.

February Purchasing Managers' Index (PMI) at 52%

The Purchasing Managers' Index compiled by China's National Bureau of Statistics to measure business conditions fell to 52% in February, down from 55.8% in January. It was the lowest monthly reading since March 2009.

'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?

Which economic uncertainties loom largest?

Inflation has returned, loans are growing, and stock and property prices abound.

Inflation seen sharply higher, structural in nature

We expect inflation as indicated by the Consumer Price Index (CPI) and Producer Price Index (PPI) to show sharp year on year increases for the month of December 2009 when statistics are announced, expected on Thursday.

If downpayment requirements on property go up, will prices come down?

Beijing's regulatory changes, aimed at cooling the property market, are creating a stir with analysts debating whether enough has been done to prevent land hoarding.

China cements status as world growth leader

Charlie Awdry, manager of Gartmore China Opportunities Fund, talks on China's rising influence in Asia and around the world.

Balancing inflation, overcapacity and asset bubbles. Is that all?

Peering into our crystal balls for 2010, things appear bleak or complex, but there are at least some silver linings.

Inflationary pressures to build

With the consumer price index up 0.6% in November year on year - the first CPI increase in nine months - inflationary pressures look set to intensify, along with the liklihood of policy responses over the next two quarters.

Latest Issue

04 March

Browse the archive

Get two weeks free trial Subscribe now to access all of China Confidential

Selected Views

Latest Hot Topics