|
China’s labour market is leading the rebalancing,
Bo Zhuang,
Jonathan Fenby,
20 Sep 2010
Why rising wages are a good thing
|
Macro policy
|
|
|
How China boosts and bedevils Mongolia’s mining promise,
Jonathan Fenby,
15 Sep 2010
Regional politics threaten essential railway investment
|
Infrastructure/industry
|
|
|
China’s political star launches an important initiative,
27 Aug 2010
|
Brief Notes
|
|
|
Steering through China’s decelerating auto sector,
Dian Qu,
Jonathan Fenby,
22 Aug 2010
Larger cars and SUVs will likely grow faster than the industry average
|
Infrastructure/industry
|
|
|
Political tensions between Washington and Beijing are bad for business,
6 Aug 2010
|
Politics/governance
|
|
|
The men who will rule China,
Jonathan Fenby,
29 Jul 2010
Spotlight on the new leadership
|
Politics/governance
|
|
|
Tapping into China’s water resources,
Dian Qu,
Jonathan Fenby,
7 Jul 2010
Urban water tariff reform will make the industry more attractive for investors
|
Infrastructure/industry
|
|
|
Why China’s wage rises are welcome,
1 Jul 2010
|
Social stability
|
|
|
China maps a market-oriented course to 2022,
Jonathan Fenby,
21 Jun 2010
The incoming leadership has a plan ... but can it deliver results?
|
Macro policy
|
|
|
China’s yuan 'flexibility' is political smoke and mirrors,
21 Jun 2010
|
Macro policy
|
|
|
China steels itself for downturn,
11 Jun 2010
|
Infrastructure/industry
|
|
|
India-China resource competition,
Deepak Gopinath,
3 Jun 2010
India’s emergence as a growing consumer and importer of raw materials will cushion the decline in hard commodity prices, coal in particular
|
Infrastructure/industry
|
|
|
China maintains its crisis mentality,
4 Jun 2010
|
Macro policy
|
|
|
China’s retail sales boom but sector rewards lag,
Jonathan Fenby,
25 May 2010
Strong consumption growth does not necessarily bring strong short-term returns for retailers or investors
|
Consumer/agriculture
|
|
|
China and US talk to little purpose,
21 May 2010
|
Macro policy
|
|
Is China’s local government debt a serious problem?,
Larry Brainard,
Bo Zhuang,
27 Apr 2010
China’s local government debt is much higher than officially acknowledged but overall levels are still manageable
|
Macro policy
|
|
|
China’s leadership takes a more businesslike approach to the Far West,
27 Apr 2010
|
Social stability
|
|
|
China and the US: Look behind the spin,
16 Apr 2010
|
Macro policy
|
|
|
A few thoughts from China: currency, policy, property,
15 Apr 2010
|
Macro policy
|
|
|
The battle over China’s yuan policy is just getting started,
Larry Brainard,
7 Apr 2010
Don’t be fooled – US-China relations are set to worsen
|
Macro policy
|
|
|
China’s railway expansion will roll on after the stimulus,
Dian Qu,
Jonathan Fenby,
6 Apr 2010
Plans to bring in new investors and spur orders
|
Infrastructure/industry
|
|
|
Behind China's stress test: Why the yuan (renminbi) will remain pegged to the dollar,
22 Mar 2010
|
Macro policy
|
|
|
China’s bifurcated commodity outlook,
Deepak Gopinath,
19 Mar 2010
Base metals go down and steel goes up while strategic stockpiling drives grains and crude oil higher
|
Infrastructure/industry
|
|
|
China means what it says,
15 Mar 2010
|
Politics/governance
|
|
|
Watch China’s 10 days in March,
5 Mar 2010
|
Politics/governance
|
