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Capital Intensive China

25 September 2014

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.

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.