Livestock

China’s inflation suggests more liquidity easing

Inflation figures released today extend Beijing's license to ease liquidity policy further in coming weeks (CC Jan 12 Macro View) and further relieves manufacturers from the big margin squeeze that characterised 2011 (CC Jan 12 Consumer China).

Rural wealth strengthens in August from July

Minivan sales growth, while still negative, recovered in August due to aggressive marketing and the recent harvest is expected to be relatively robust.

New funds to boost hog numbers may take months

A new Chinese government policy to promote pig breeding through investment in large-scale pig farms and offering a subsidy of Rmb 100 per breeding sow is unlikely to have a substantial impact in bringing down pork prices this year. In the newly-launched "Rural China" section of the latest China Confidential report, published today, we explain that the root cause of skyrocketing pork prices is the culling of sows that took place during the 2010 trough in the hog cycle.

Inflationary pressures remain strong

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

Pig breeding boom powers strong rural wealth creation

The surging profitability of pig breeding is one among several factors fuelling a rural boom.

Milk quality standards criticised

Commentators debate why regulators have downgraded quality standards within China's dairy industry.

Pig price pressures

A fall in pig breeding stock is pushing up pork prices, putting unwanted pressure on inflation.

Zhongpin (HOGS:Nasdaq)

The fresh pork specialist is set to benefit from pig price inflation.

Dairy recovers from scandal

A tainted milk scandal that killed six infants last year clobbered companies associated with it. As trust slowly returns, investors are focusing again on the sector's structural attractions.

Inflation: pork-led?

The risk of CPI inflation driven by food prices is strengthening.

Issue icon

Latest Issue

09 Feb 2012

Browse the archive

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

China Confidential Funds

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.

Find out more

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.

Find out more

Latest Hot Topics