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Belle International – consolidating its advantage

Tapping into faster-growing market segments should help Belle to cement its position as China’s leading female fashion shoemaker.

19 April 2012

Fashion footwear – survival of the fittest

Shoe companies are slugging it out in China’s fashionable footwear market by building brand equity, managing costs and enlisting the pulling power of TV dating shows.

19 April 2012

Foshan Saturday – inventory pile-up eroding the bottom line

Aggressive expansion and soaring inventories eroded net profit in 2011, but a renewed focus on efficiency should help to turn around performance in 2012.

19 April 2012

China’s toxic drug capsule scandal

China’s drug regulator halted sales of 13 drugs on April 15 that use capsules allegedly made from industrial gelatin that contains excessive levels of toxic metal chromium, a potential cause of cancer. The 13 drugs under suspension were all made by Chinese pharmaceutical companies that buy plastic drug capsules produced by small manufacturers in China’s eastern Zhejiang province. The drug regulator also asked local authorities to carry out inspections of local capsule manufacturers. So far, police have reportedly detained 22 people who allegedly produced and sold the capsules.

19 April 2012

C.banner – aggressive expansion for a strong high-end contender

A diversified approach has enabled the mid-to-premium shoemaker to expand aggressively without sacrificing margins.

19 April 2012

Bankcard spending moderates further in March

Bankcard spending showed a slight increase in March on both a MoM and a YoY basis, indicating continued robust consumer confidence, according to a leading third-party indicator.

10 April 2012

China's export outlook for April seen robust

A China Confidential survey of 200 exporters across China has revealed a strong outlook for exports in April compared to March.

10 April 2012

Tuopai Shede – moving upmarket to recapture market share

Once famous baijiu maker Tuopai Shede is aggressively moving upmarket in a bid to boost profits and regain market share.

05 April 2012

Kweichow Moutai – remaining positive

Expanding capacity and the number of directly operated stores should boost both top- and bottom-line growth for China’s most famous baijiu maker, while a proposed government ban is unlikely to have a significant impact.

05 April 2012

Wuliangye – growth gathers momentum for market leader

High-end sales continue to drive strong growth for market leader Wuliangye, but the company is also keen to stress its mass-market credentials.

05 April 2012

CHINA CONFIDENTIAL FUNDS

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.