China

In-depth country-focused analysis on China's economic, political and operational risk environment, complemented by detailed sector insight

Our comprehensive assessment of China's operating environment and the outlook for its leading sectors are formed by bringing together a wealth of data on global markets that affect China, as well as the latest industry developments that could impact China's industries. This unique integrated approach has given us an impeccable track-record for predicting important shifts in the markets, ensuring you’re aware of the latest market opportunities and risks in China before your competitors.

China Country Risk

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Core Views Beijing faces an increasingly challenging landscape in which to implement its planned economic reforms, as a rapidly cooling national property market is an increasingly salient threat...

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China Industry Coverage (24)

Agribusiness

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BMI View: China's weight in the global agricultural sector is growing, as the country has an increasing impact on international production balances and prices. China will maintain a strong...

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Autos

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Auto Sales According to the China Association Of Automobile Manufacturers (CAAM), vehicle sales in June 2014 rose 5.2% year-on-year (y-o-y), to 1,845,800 units, bringing sales for H114 to 11,683,100...

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Commercial Banking

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Commercial Banking Sector Indicators Date Total assets Client loans Bond portfolio Other Liabilities and capital Capital Client deposits Other...

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Consumer Electronics

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BMI View: Consumer electronics spending in China is forecast to continue strong growth as vendors make inroads in key categories such as smartphones and PCs to achieve strong volume growth...

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Defence & Security

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BMI View:   China's establishment of an Air Defense Identification Zone (ADIZ) in November 2013 has significantly raised geopolitical tensions in the Asia Pacific region, and risks creating a...

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Food & Drink

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In China, we forecast private consumption to grow by an average of 8.0% out to 2018, as Beijing tries to re-balance the economy towards consumption and away from investment. Although this will be a...

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Freight Transport

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BMI View: BMI maintains its cautious outlook for China's freight transport volumes for Q3 2014. We continue to believe that the hangover effects of China's economic stimulus are yet to be felt, and...

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Information Technology

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BMI View: China's IT market remains attractive with strong growth prospects resulting from (inter alia) the size of population, rising incomes, relatively low market penetration and a...

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Infrastructure

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BMI View : We continue to hold the view that China's construction and infrastructure sectors are in a structural slowdown. The key reason for this outlook is because we believe that the basis for...

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Insurance

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BMI View: As of mid-2014, it is clear that China's economic is slowing . Nevertheless, most of the trends in its massive insurance sector are positive. In the non-life segment, where pricing...

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Medical Devices

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Espicom Industry View: Despite a slowdown in some sectors , China remains one of the fastest growing medic al device markets in the world, which on the back of its vast market size , offers...

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Metals

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BMI View:   China's metals industry is set to face a protracted period of slowing growth as the country's rebala ncing process begins in earnest. Companies operating in se ctors that are...

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Mining

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BMI View: More Chinese miners will come under duress from the economic slowdown in China over the coming years. Falling mineral prices and Beijing's gradual embrace of free market economics will...

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Oil & Gas

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BMI View: W hile China is increasingly dependent on energy imports - particularly gas - owing to rapid growth in its energy demand, there are considerable investment opportunities in its...

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Petrochemicals

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The Chinese petrochemicals industry is set for solid growth in output, but this will be constrained by a slower pace of domestic demand for goods. BMI 's latest China Petrochemicals Report...

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Pharmaceuticals & Healthcare

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BMI View: In line with our optimism towards the Chinese healthcare sector, many multinational pharmaceutical firms continue to record healthy double-digit revenue growth in Q114, despite the...

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Power

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BMI View: China's power sector continues to be in a league of its own; and announcements by China Premier, Li Keqianq, that a series of large-scale power sector construction projects will be...

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Real Estate

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BMI View:   Alt hough China's commercial real estate market remains an outperformer on a global level, we caution that the slowdown in economic growth, coupled with a residential property bubble...

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Renewables

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BMI View : We have broadly maintained our forecasts for non-hydropower renewable energy in China for this quarter, following our previous upwards revision in Q214 . That said, we maintain a...

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Retail

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BMI View: The Chinese retail sector is set to expand vigorously over the next few years as the country's growing and increasingly affluent population leads to a strong rise in household spending...

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Shipping

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BMI View: We maintain our cautious view for China's shipping sector. While the outlook for China's traditional economic growth drivers such as heavy industry and real estate construction...

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Telecommunications

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BMI View : The Chinese telecommunications industry is the biggest in the world in terms of size and growth potential, with its 1.27bn mobile subscriptions translating to a penetration rate of...

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Tourism

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BMI View : BMI 's China tourism report looks at a range of indicators for this enormous potential market, including the increasing volumes of both inbound and outbound travel, development of...

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Water

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BMI View: China's Ministry of Environmental Protection has announced that the country plans to spend CNY2trn (US$329bn) on addressing its problems with water pollution. We believe this plan...

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