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China’s railway development changes track,
Dian Qu,
Jonathan Fenby,
2 Feb 2012
Investment slows down but reform prospects open up | Infrastructure/industry |
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China accelerates natural gas reform,
Deepak Gopinath,
31 Jan 2012
New pricing policy makes imports more competitive but will also boost domestic production | Infrastructure/industry |
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Taiwan’s real test is yet to come,
Chieh-Ju Liao,
Jonathan Fenby,
19 Jan 2012
While the excitement of elections has ended, the real test on economy is just started | Politics/governance |
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Watch China’s new weathervane,
11 Jan 2012
| Politics/governance |
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Why China’s gold rush will continue,
9 Jan 2012
| Consumer/agriculture |
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Why China will come out on top in East Asia,
Jonathan Fenby,
3 Jan 2012
The Obama administration’s Pacific push will have limited impact | Politics/governance |
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China outlook 2012,
Bo Zhuang,
Jonathan Fenby,
Fergus Naughton,
20 Dec 2011
Tougher times but no hard landing | Macro policy |
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On the road in Wenzhou: Assessing the credit crisis,
15 Dec 2011
| Brief Notes |
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How China’s white goods sector will cope with slowing sales,
Fergus Naughton,
11 Nov 2011
Subsidies will continue to cushion the sector while Beijing aims for medium-term export growth | Consumer/agriculture |
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What coming collapse of China?,
5 Oct 2011
Let’s do a stress test | Macro policy |
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China’s shadow banking sector comes into the spotlight,
Bo Zhuang,
Larry Brainard,
19 Sep 2011
Official encouragement of wealth management products will bring de facto interest rate liberalization | Macro policy |
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China’s upside surprise,
6 Sep 2011
| Macro policy |
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How China’s herbal medicine bubble will help Western drug firms,
2 Sep 2011
| Infrastructure/industry |
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China’s stress test,
Jonathan Fenby,
30 Aug 2011
Why social challenges will buttress soft economic policies | Social stability |
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China’s stress test,
Jonathan Fenby,
30 Aug 2011
Why social challenges will buttress soft economic policies | Politics/governance |
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Economic interests will trump politics in Taiwan’s presidential election,
Chieh-Ju Liao,
Jonathan Fenby,
15 Aug 2011
No turning back on cross-Strait engagement | Politics/governance |
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Funding problems are undermining China’s social housing plans,
Bo Zhuang,
9 Aug 2011
Local governments lack the resources to meet Beijing’s ambitious target | Macro policy |
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Why China’s property sector is on course for a soft landing,
4 Aug 2011
| Infrastructure/industry |
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The critical role of natural gas in Chinese energy policy,
Jonathan Fenby,
Bo Zhuang,
19 Jul 2011
Surging imports and exploitation of domestic resources will present investment opportunities | Infrastructure/industry |
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Hot air over China,
14 Jul 2011
| Politics/governance |
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China's commodity imports at an inflection point,
Deepak Gopinath,
6 Jul 2011
Restocking will boost hard commodity prices in H2/11 and into 2012 | Macro policy |
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Beijing backs Xinjiang growth in league with shadow government,
27 Jun 2011
| Social stability |
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China’s grand railway plan will stay on track despite losing its champion,
24 Jun 2011
| Infrastructure/industry |
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The internationalization of the yuan – a cautionary tale,
Larry Brainard,
16 Jun 2011
Hong Kong’s burgeoning market in offshore renminbi is feeding China’s craving for unneeded dollar reserves | Macro policy |
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What is new about the protests in China,
15 Jun 2011
| Politics/governance |
