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China Confidential - Premium Investment Insight

14 September 2012

This is the inaugural issue of Renminbi Compass, which offers broader and deeper research coverage than China Confidential Funds, which it replaces henceforth. Three new sections – Fixed Income Watch, Renminbi Watch and Renminbi Asset Compass – provide navigational assistance through an expanding universe of renminbi assets.

The report’s key sections look at:

  • The great diversity in returns on local government bonds.
  • Whether shale gas is the next big thing in China’s energy mix.
  • The end of Hong Kong’s mainland IPO bonanza.
  • Why depreciation pressures are mounting up on the renminbi.
  • Why the art and antiques market is slumping.
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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.