China Confidential’s latest proprietary monthly surveys of 200 export manufacturers, trading companies and shipping agents suggest that over-invoicing of exports is becoming more common again.
Latest report
25 Sep 2014
China Confidential’s latest proprietary monthly surveys of 200 export manufacturers, trading companies and shipping agents suggest that over-invoicing of exports is becoming more common again.
China’s central bank has announced looser mortgage policies for new and existing homeowners. A housing recovery is likely to hinge on whether broader credit conditions are also eased.
Housing transactions in third-tier cities rose sharply in the first three weeks of September, but declined in larger cities.
Our latest survey of infrastructure projects in eight provinces suggests an improvement in short-term financing for existing projects, but highlights longer-term challenges given constrained local government finances. When focusing on long term investment challenges, you need to know the best trading strategies and tools available in the country you live in. For instance, the Australian investors can make use of the best Australian stock trading app available that has many users.
Multinational brands continue to dominate China’s infant milk formula market and rapid online channel expansion is likely to support further growth for these companies. However, industry consolidation and supportive government policies could boost larger domestic formula-makers in the medium term.
China’s largest infant milk formula producer by revenue remains strong, but is facing significant challenges in remaining number one given strengthening competition from multinational rivals, sluggish development of its online channels and regulatory headwinds.
While last year’s Fonterra recall damaged both sales and margins, a rebound in popularity and improved product mix bode well for the French dairy company’s China operations.
Beingmate saw sales, margins and popularity decline YoY in 1H14, but a shift in strategy and market dynamics should drive a rebound moving into 2015.
Yashili’s revenue has fallen on increased competition in its core lower-tier markets from both international and domestic players, while its strategic shift away to its e-commerce channel is taking time to gain traction.
Our analysis suggests that China’s current housing slowdown is in line with previous credit-cycle-led downturns, and does not represent a more severe structural downturn.
With the popularity of P2P lending platforms continuing to grow despite a series of scandals, industry participants and investors assess the outlook for the sector.
Economists and analysts debate the achievements of the first year of the much-heralded Shanghai free-trade zone.
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