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The following is a list of available Research Papers authored by the Groupmark Financial Ltd. team working in China from local Chinese sources, including newspapers, Internet sites and local news and opinion makers. These research articles are exclusive to Groupmark Financial Ltd. and free to download and use for a single personal use. All materials are Copyright© Groupmark Financial Ltd. 2009. All Rights Reserved.
Articles
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Article: Credible GDP Statistics Need Proper Incentives, Not Increased Regulation
Date: August 21, 2009
Excerpt: "Public debate over Chinese statistics is hot again, after it was recently revealed that there was a RMB 1.4
trillion (US $200 billion) discrepancy between China’s local and national GDP stats. How could this be?”
Download entire article (.PDF 70KB) English
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Article: China Counts Down to the Next Bubble Burst
Date: August 21, 2009
Excerpt: "Fueled by bank lending and inflation fears, China's stock and property markets have bubbled again. Odds are that both markets will adjust in the fourth quarter, although they might flare again next year.”
Download entire article (.PDF 74KB) English
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Article: Andy Xie: New Bubble Threatens V-Shaped Rebound
Date: August 5, 2009
Excerpt: "A growing liquidity bubble that ignores structural facts is the basis for today's happy talk about a comeback for the global economy.”
Download entire article (.PDF 85KB) English
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Article: China’s Q2 and June Macro Stats Cement Growth for H2 2009; Eyes Turn to Inflation
Date: July 24, 2009
Excerpt: "Last week China's Q2 GDP stats beat expectations, coming in at 7.9% YoY, up 1.8 percentage points from Q1 2009 (6.1% YoY).”
Download entire article (.PDF 67KB) English
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Article: China’s Apparel Industry: First Sector to Recover from the Economic Crisis
Date: July 23, 2009
Excerpt: "Mr. Jian is the manager of an apparel manufacturer in Jiangsu Province, China. As of June, his company has already completed 80% of the RMB 20 million sales target it set for 2009. Mr. Jian said: “Given my company’s current performance, we are likely to reach our RMB 20 million sales target by this September— well ahead of schedule.”
Download entire article (.PDF 149KB) English
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