FT Confidential Research

JD.com logistic center in Hebei Province, China © Reuters

On-demand delivery becomes a crucial battleground in China's internet wars

Potential of already-huge market drives billions in funding with profits elusive

  • China DataView: First-time home buyers priced out of big cities

    Upgraders become largest buyers as incomes fail to keep up with surging house prices

  • Asia DataView: Chinese and Indonesians confident even as ratings diverge

    China and Indonesia see different ratings actions but household sentiment aligns

  • Korea Inc's China problems go beyond anti-missile system spat

    FTCR survey data show Korean names losing ground long before diplomatic row

  • Job insecurity rises in ASEAN despite economic recovery

    Survey finds GDP growth failing to boost labour markets

  • Philippine tax reform compromises may limit infrastructure drive

    Legislative spats over tax reforms could also concern credit rating agencies

  • Adidas edges out Nike in race for female Chinese shoppers

    Latest FTCR survey finds Nike most popular overall but Adidas winning among women

  • Malaysians believe it is a bad time to buy property

    Consumers concerned over state of economy despite rise in growth

  • Chinese manufacturing jobs vanish as robots take over

    Migrant workers vulnerable to companies chasing productivity gains through automation

  • Asean DataView -- Vietnamese feel better off

    Vietnamese rank their financial wellbeing highest among Asean households

  • Chinese households expect yuan to hit 10-year low in 2017

    Forex demand rises on expectations the currency will fall another 5.5%

  • Indonesian car demand set to weaken to near 2014 levels

    Sluggish economic growth puts brake on consumer spending

  • Chinese capital curbs to crimp Thai real estate inflows

    FTCR survey finds growing demand among middle-income buyers but forex controls hurt

  • Lower-tier Chinese cities to drive auto demand in 2017

    FT Confidential Research data predict rising sales, though tax increase will drag

  • Falling costs drive bricks-and-mortar renaissance in China

    Narrowing online-offline price gap brings new lease of life to physical stores

  • Malaysian consumer borrowing growth to recover weakly in 2017

    Data suggest fragile recovery for household loan growth

  • Thai consumers expected to fuel growth in 2017

    FT Confidential Research survey finds increasing economic optimism in fourth quarter

  • Fast-fashion brands defy slowdown in China's apparel market

    Popularity of global casualwear brands rises in second- and third-tier cities

  • Regulators lose patience with 'barbarian' insurers

    Public attack by regulator highlights concerns about insurers' stock market influence

  • ASEAN -- Trump a Pandora's box of uncertainty

    Post-election outflow of money casts shadow over region