Clik here to view.
China keeps gold bugs smiling
If China’s love affair with gold was set to music, it might well be to 70s duo The Carpenters. The message from day one of this year’s London Bullion Market Association conference – being held this...
View ArticleClik here to view.
Shanghai down on property tax idea
Despite the improving economic data coming out of China, investors remain unmoved. The Shanghai market fell yet again on Tuesday, dropping 1.5 per cent, leaving it comfortably in negative territory...
View ArticleClik here to view.
China FDI levels off, at record levels
China’s foreign direct investment inflows last year totalled $111.7bn, according to commerce ministry figures published on Wednesday. For the bears, the headline fact is that it fell 4 per cent in the...
View ArticleClik here to view.
China: investment still comes first
China’s economy has started 2013 with an unexpected slowdown in manufacturing growth and a surprise surge in inflation, according to data published over the weekend. But the real news in the numbers is...
View ArticleClik here to view.
China’s alternative shareholder returns: sesame seeds
When Chinese stock exchange operators insisted that listed companies give 30 per cent of profits back to shareholders in dividends, this probably wasn’t what they had in mind. But Shenzhen-listed...
View ArticleClik here to view.
China: bronze heads, carrots and sticks
What’s the connection between China, Christie’s, two bronze heads and the portfolio investor? Quite a lot, actually. There’s a lesson for everyone doing business in China in the recent settlement of...
View ArticleClik here to view.
Wanda does the deal
Dalian Wanda Group, China’s largest premier commercial property and entertainment conglomerate, confirmed on Wednesday that it’s going ahead with a widely-signalled £320m deal to buy control of...
View ArticleClik here to view.
Western groups wary of Chinese buyers
When Wang Jianlin, head of China’s property conglomerate Wanda Group, confirmed a deal Wednesday to acquire the UK’s prized yacht maker Sunseeker, it was probably read by many as evidence of China...
View ArticleClik here to view.
Chinese property buyers switch from Hong Kong to Thailand, US and London
Better than Kowloon? With property prices at record highs, the Hong Kong government is trying to turn mainland Chinese buyers away. But other investment destinations are already stepping into the...
View ArticleClik here to view.
China GDP: where’s the demand?
Source: Bloomberg OK, so it wasn’t 7 per cent – let’s leave finance minister Lou Jiwei’s comments aside for now. But it was 7.5 per cent, and although that sounds like a healthy number in the west and...
View ArticleChina economic data: a reader
Is China’s recovery underway? What do all the recent numbers mean? Beyondbrics brings you a few pointers to the batch of Chinese economic data, and what the commentators think.Continue reading »
View ArticleClik here to view.
Sri Lanka chases the Chinese bandwagon
Ajith Nivard Cabraal, the Sri Lankan central bank governor, is on a mission – to China. As the world waits for the US Federal Reserve to start “tapering” its $85bn monthly bond purchase programme – the...
View ArticleWorld Bank: more worried about tapering or China?
What’s the bigger risk for emerging Asia, the US tapering its QE programme, or the fall-out from years of over-investment in China? In the World Bank’s East Asia And Pacific Economic Update, they get a...
View ArticleClik here to view.
Guest post: beyond China’s GDP growth
By Leslie Young of the Cheung Kong Graduate School of Business On Friday, China will release its third quarter GDP figures to wide scrutiny, given the country’s impact on the world economy. But what...
View ArticleClik here to view.
Guest post: recalculate China’s GDP before rebalancing
By Ken Peng of Citi Private Bank China must rebalance! Yes, everyone from President Barack Obama to your average Beijing taxi driver knows that. Around 48 per cent of China’s GDP is investment, just 36...
View ArticleClik here to view.
China’s toll roads – who goes there?
China’s local-government infrastructure initiatives are notoriously poor revenue generators. Toll roads may be the worst offenders. Provincial debts to fund expressways – China’s motorways, most of...
View ArticleClik here to view.
Guest post: in China debt, not consumption, is what matters
By Michael Pettis In October two Chinese academics presented research proposing that China’s National Bureau of Statistics under-reports the Chinese household consumption share of GDP, officially at 36...
View ArticleChina slowdown? FDI inflows confound the sceptics
Why did inflows of foreign direct investment to China jump by a strong 16.1 per cent to $10.8bn in January? Such a robust performance may seem counterintuitive. The Chinese economy slowed last year....
View ArticleClik here to view.
Guest post: Boiling China’s ocean with a butane lighter
By Francis Bassolino of Alaris Consulting “In a market that is so large, why can’t we win our share?” So runs the familiar question at many a multinational struggling to turn a hefty investment into...
View ArticleClik here to view.
Ranking EM vulnerability to China
For many emerging markets, the most worrying aspect of Chinese economic statistics announced on Thursday is that they reveal a slump in the construction spree that has sucked in vast quantities of...
View Article
