China

* Dealing with industrial overcapacity, Justine Moxham, 5 Jun 2008
Cement: A case of the government getting it right
Infrastructure/industry
* Teflon China, 14 May 2008
How Tibet and human rights will not affect the investment climate
Politics/governance
* Mongolian mining, 1 May 2008
Politics to determine whether the rich potential is realised
Infrastructure/industry
* The end of grain self-sufficiency, Justine Moxham, 10 Apr 2008
Land and yield constraints are insurmountable in any plausible government policy framework
Consumer/agriculture
* Economic-policy inertia spells trouble, 28 Mar 2008
The NPC highlights the weakness of the Chinese leadership
Politics/governance
* China's big beer future, 20 Mar 2008
Despite failure of first foreign foray, acquisition route holds promise
Consumer/agriculture
* The openings in China’s pharmaceutical sector reform, 6 Mar 2008
New distribution channels will enhance market for drugmakers and retailers
Infrastructure/industry
* China’s inflation: One-off revaluation becoming the lesser of two evils, 4 Mar 2008
The new anti-inflation strategy is intensifying upward pressures on the yuan
Macro policy
* Central China’s Promise, 27 Feb 2008
Ready for the shift inland
Innovation/development
* China's growing wage bill, 8 Feb 2008
The changing labour market will go on boosting pay
Macro policy
* Clearing the roadblocks, 5 Feb 2008
China’s highway programme offers big logistics opportunities
Infrastructure/industry
* China’s railways back on track, 22 Jan 2008
But problems lie ahead unless major reforms are carried out
Infrastructure/industry
* China’s rising river line, 18 Jan 2008
Opportunities along the Yangtze
Innovation/development
* China's fractured steel sector, 9 Jan 2008
Fast growth is delaying serious consolidation
Infrastructure/industry
* China’s monetary muddle, 30 Nov 2007
Lacking a clear direction in monetary policy, the PBOC is undermining future stability
Macro policy
* China's water outlook becoming less murky, 19 Dec 2007
Change in the works spells opportunities for foreign water utilities and industrials
Infrastructure/industry
* China's changing labour pattern, 17 Dec 2007
Services in the driving seat
Social stability
* China starts to get serious about nuclear, 10 Dec 2007
But full expansion will take a long time
Infrastructure/industry
* Choking China's growth?, 3 Dec 2007
Why China's most noxious industries will not significantly cut emissions
Social stability
* How will China's bubble end?, 20 Nov 2007
The end of China's bubble is coming, but it's still some time off
Macro policy
* China's evolving labour market, 19 Nov 2007
Regional and sectoral demands grow
Social stability
* China makes a splash, 8 Nov 2007
But needs to move beyond its short-term shipbuilding advantage
Infrastructure/industry
* The weakening of Hu Jintao, 23 Oct 2007
Implications of the Party Congress
Politics/governance
* Grey matters, 16 Oct 2007
China's demographic trap
Social stability
* Frontier ambitions, 1 Nov 2007
China eyes Central Asia
Innovation/development