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FT Confidential Research

A research service from the Financial Times

FT Confidential Research provides data-based, analytical insight into China and Southeast Asia. Our experts and researchers combine findings from our proprietary surveys with on-the-ground research to deliver objective, predictive analysis of macro and industry-specific trends for investors and companies. Follow @FTConfidential

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  • Thursday, 3 October, 2019
    Chinese economy
    Chinese housing’s not-so-great rejuvenation Premium

    Developers report a quiet lead-in to Golden Week as officials refuse to budge on policy

  • Sunday, 29 September, 2019
    Chinese economy
    Short-term Chinese cheer masks deeper-seated concerns Premium

    Sentiment may be resilient but more than a fifth would emigrate if they could

  • Wednesday, 25 September, 2019
    Chinese economy
    China’s struggle to manage economic slowing pains  Premium

    Admirably restrained approach to policy making may not be enough to manage growth slide

  • Tuesday, 10 September, 2019
    Chinese economy
    China’s slowing economy tests policy resolve Premium

    Relaxing housing curbs may be last resort as stimulus response to weak data stepped up

  • Tuesday, 3 September, 2019
    Indonesia
    Indonesia’s misdirected efforts to shelter from the global herd Premium

    Encouraging FDI would better stabilise the rupiah than trying to localise the bond market

  • Monday, 2 September, 2019
    Renminbi
    Renminbi at risk from growing household forex demand  Premium

    System takes currency’s drop in stride but underlying forces threaten renewed turmoil

  • Sunday, 1 September, 2019
    Thailand
    Thailand risks turning Japanese as monetary policy hits limits Premium

    South-east Asia’s sick man needs more than rate cuts to tame the baht and kick-start the economy

  • Sunday, 25 August, 2019
    Chinese economy
    China’s nervous consumers choose saving over spending Premium

    Economy at risk as fewer households inclined to consume or invest, despite tax cuts

  • Monday, 5 August, 2019
    Chinese economy
    Can China beat its addiction to real estate? Premium

    Housing stimulus has been ruled out but economy will struggle with withdrawal symptoms

  • Promoted Content
  • Friday, 2 August, 2019
    US-China trade dispute
    More Chinese consumers willing to boycott US goods  Premium

    Growing number say ready to join trade war but officials may take lower-key action

  • Tuesday, 30 July, 2019
    Chinese economy
    China housing market cools as Xi Jinping douses stimulus hopes Premium

    Sales fall in July but politburo rules out easing policy to boost growth

  • Monday, 29 July, 2019
    US-China trade dispute
    Chinese exporters see endless trade war as orders drop Premium

    July surveys show fresh signs of economic weakness as stimulus hopes build

  • Monday, 29 July, 2019
    China
    China’s property lust underpins consumer sentiment Premium

    Rising house prices keep multiple homeowners happy for now despite slowing economy

  • Tuesday, 16 July, 2019
    People's Bank of China
    Fed clears path for China rate regime overhaul Premium

    Lockstep cut unlikely but easing in US could hasten move to market-based system

  • Tuesday, 16 July, 2019
    Emerging markets
    China’s struggling economy faces moment of truth Premium

    No end in sight for slowdown unless government retreats further from debt commitments

  • Friday, 28 June, 2019
    Chinese economy
    China housing market cools as calls for stimulus grow Premium

    Developers report slower activity but flagging economy could result in looser policy 

  • Tuesday, 25 June, 2019
    Thailand
    Thailand remains sick man of south-east Asia Premium

    Even if new government survives, 2014 coup leader has no cure for ailing economy

  • Tuesday, 25 June, 2019
    US-China trade dispute
    China exporters warn of slowdown in trade war's shadow Premium

    More firms say trade war hurting as FTCR index falls to three-year low

  • Monday, 24 June, 2019
    China Economic Slowdown
    Living costs trump trade war for China’s consumers Premium

    Households say domestic concerns far more worrying than US tariff actions

  • Wednesday, 12 June, 2019
    China Economic Slowdown
    China turns again to infrastructure to support growth Premium

    Reliance on old economic driver reflects failed efforts to boost private companies

  • Sunday, 2 June, 2019
    Asia-Pacific economy
    Indonesia outlook dims as Jokowi begins final term     Premium

    Expansion to fall short of target on weak consumption and gloomy external picture

  • Thursday, 30 May, 2019
    Chinese economy
    China’s housing market cools as authorities step in Premium

    Developers report slower sales and price action as Beijing reins in local governments

  • Wednesday, 29 May, 2019
    Chinese economy
    China living costs spike as swine disease spreads Premium

    Prices rising much faster than official estimates complicates policy outlook

  • Tuesday, 28 May, 2019
    US-China trade dispute
    Chinese exporters look beyond Trump as trade war bites Premium

    Companies scramble to counter tariffs as more look to next administration for resolution

  • Wednesday, 8 May, 2019
    Emerging markets
    Duterte’s Senate sweep may not mean clear policy path Premium

    Independent-minded chamber may prove an obstacle to president’s legislative agenda

Previous You are on page 1 Next

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