1H14 financial results for China’s largest developers reveal faster debt accumulation, declining profit margins and rising inventories, suggesting that real estate sector risks are starting to rise.
Latest report
11 Sep 2014
Capital Markets
Return of the bull market?
Investors and economists are debating whether recent strong growth on mainland stock markets represents the return of a bull market, or simply a long-awaited readjustment.
10 September 2014
Bond markets rebound despite rising default risks
Stricter shadow finance regulations, a series of targeted easing measures by the central bank and market participants’ increasing acceptance of bonds as risk-based investment assets have contributed to a sharp rebound in bond issuance in recent months.
31 July 2014
Tempering the optimism
Despite indications of a further strengthening of Chinese economic activity in July, it remains too soon to call a sustainable recovery.
31 July 2014
Regulator announces new round of IPOs
Investors debate the significance of the latest round of A-share IPO approvals.
17 July 2014
State Council unveils new capital market reforms
Domestic analysts and economists assess the significance of recent policy guidance measures announced by the State Council covering reform of China’s capital markets.
22 May 2014
