A Financial Times Service
China Confidential - Premium Investment Insight

08 November 2011

Inspite of falling share prices, investors were net buyers of domestic equity funds in 3Q11. Is the market turning?

China Confidential Funds' proprietary data shows that flows of funds to underground banking is slowing appreciably, meaning that more liquidity is available to invest in equity. It may not be a coincidence that investors were net buyers of equity funds in 3Q11. Is the long suffering A-share market starting to find a floor?

In addition we also look at:

- The enduring appeal of consumption funds, with eight new ones set up so far this year.

- How some of the star fund managers have managed to pick resilient stocks in spite of the weak market.

- Why white liquor and bank stocks are starting to lose their allure with QFII investors.

- What new regulations allowing local governments to issue bonds directly may mean in the longer term.

CC-LOGO-LARGE

CHINA CONFIDENTIAL

An integrated research service from the Financial Times that provides premium, exclusive analysis and predictions on China investment themes.

Using a dedicated FT team of specialists in China and the UK, it taps Chinese sources from the grassroots to the political elite to forecast key trends and issues. It conducts proprietary research to supply its own insights into industry trends and consumer sentiment. By filtering the work of the best Chinese analysts and academics, it keeps you current on key debates as they unfold inside mainland China. Its broad aim is to help the professional investor navigate through the Chinese investment landscape.

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