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 We continue to believe that the hangover effects of China's economic stimulus are yet to be felt, and cooling credit growth is likely to reveal these effects over the coming quarters....

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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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Sales According to the China Association Of Automobile Manufacturers (CAAM), Chinese auto sales increased 13.9% in 2013, to end the year at a record high of 21.98mn units. We maintain our bullish...

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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 capitalise on low device penetration in key categories such as smartphones and PCs to...

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Defence & Security

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China's establishment of an Air Defense Identification Zone (ADIZ) in November 2013 (discussed at length separately in this report) has significantly raised geopolitical tensions in the Asia-Pacific...

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Food & Drink

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While we are bullish on the long-term prospects for the Chinese consumer sector, the country's domestic demand rebalancing is likely to be a long, drawn-out process. An acceleration of household...

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Freight Transport

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BMI maintains its cautious outlook for China's freight transport volumes for Q214. We continue to believe that the hangover effects of China's economic stimulus are yet to be felt, and cooling...

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Information Technology

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BMI View: T here are a range of factors that make China's IT market very attractive with strong growth prospects including the size of population, rising incomes, relatively low penetration of...

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Infrastructure

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BMI View : We continue to hold the view that the recovery in China's construction activity in 2013 will not be sustainable in 2014 - we forecast construction real growth fall ing from 6.6% in...

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Insurance

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BMI View: In spite of the slowing growth of China's economy, trends and developments in the non-life segment will underpin a very solid expansion of the insurance sector through the forecast...

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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: T he cooling of China's feverish growth is threatening to turn a decade-long mining boom into bust for many domestic miners. With cost containment being key in the face of falling...

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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 is considerable upside potential from its unconventional...

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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 predicts...

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Pharmaceuticals & Healthcare

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BMI View: Strong sales growth reported by multinational pharmaceutical firms in China over the course of 2013 is directly in line with our long-term optimism towards the country's pharmaceutical...

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Power

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BMI View: Whil e China 's power sector continues to be in a league of its own, storm clouds are gathering on the horizon. According to BMI 's Country Risk analysts , t he Chinese...

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Real Estate

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BMI View: Real estate prices in China are wavering from historic stability and curbing measures are continu ing , particularly in major cities . T he overriding sentiment in the country's...

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Renewables

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BMI View: We have revised up our forecasts for non-hydropower renewable energy in China this quarter. This is due to stronger-than-expected growth in solar capacity in 2013 and new solar capacity...

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Retail

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BMI View: China's expanding and increasingly affluent population will result in a strong rise in household spending across all retail subsectors over the next few years, leading to vigorous...

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Shipping

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While the outlook for China's traditional economic growth drivers such as heavy industry and real estate construction remains cloudy, the outlook facing the more consumer-focussed industries is...

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Telecoms

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BMI View : The Chinese telecommunications industry is the biggest in the world in terms of existing size and growth potential , with the 1 . 2 bn mobile subscri ptions represent ing only a...

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Tourism

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BMI holds a very positive outlook on tourism in China, with a confluence of factors expected to result in increases across all of our key market indicators throughout our forecast period to 2018....

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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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