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China Confidential - Premium Investment Insight

Update Alerts

03 February 2012

The prices of 'dim sum' bond funds, which took a battering in the last few months of 2011, recovered slightly in January: this was thanks to improving investor sentiment in relation to offshore renminbi (CNH). However, we think that expectations of slower CNH appreciation could suppress investor appetite for these products in the near term.

ABOUT US

The world is tilting eastward. Funds are flowing to Asia, and to China in particular. But thus far the lion's share of investor exposure to the rise of China is gained through a limited number of mainland companies listed in Hong Kong. Shanghai remains peripheral - for now.

At FT China Confidential, a team of researchers on China at the Financial Times, we think that a lot is about to change. Not only is the recent rebound in Shanghai stocks boosting investor interest but the growing sophistication of the domestic Chinese funds industry is also highlighting the opportunities that exist in one of the world's fastest-growing stockmarkets. In addition, Chinese money is surging overseas - and searching for the best managers in New York, London, Hong Kong, Singapore, Dubai, Sao Paulo and elsewhere as it does so.

China Confidential Funds, a new research service launched by FT China Confidential in October, is dedicated to illuminating the mainland fund industry. Our team of fund industry experts in Shanghai search out the interesting trends in fund performance, strategy, interactions with overseas funds, regulatory changes, distribution and management. We also use a proprietary system to track the emerging flows of Chinese money.

CHINA CONFIDENTIAL

China Confidential is 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.