Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

Thematic (Sector/Industry)

<p>Young, educated Taiwanese are less and less likely to support unification with Mainland China. But threats to reduce the number Chinese tourists Beijing allows to visit the island are only likely to exacerbate this trend.</p>

Young, educated Taiwanese are less and less likely to support unification with Mainland China. But threats to reduce the number Chinese tourists Beijing allows to visit the island are only likely to exacerbate this trend.

China Punishes Taiwan for Independence Sentiment

Founder-CEO & Chief Analyst, Real Estate Foresight

Robert Ciemniak

Founder-CEO & Chief Analyst

Real Estate Foresight

Since 2012, REF has been helping investors with market research, project due diligence, and strategy development. This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities. The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used in REF analytics and reports.

Predictive Analytics for China Property

<p>One of the big questions for China housing market now is how significant an impact will the latest <a href="https://www.smartkarma.com/insights/china-property-new-wave-of-home-purchase-restrictions" target="_blank">wave of home purchase restrictions</a> (HPR) have on the new home sales prices and volumes. The first indications come from the weekly sales volume data for the weeks around the Golden Week (Oct 1 - 7) holidays in China at a city level for a sample of 13 cities* that introduced some sort of restrictions in the beginning of October or late September. New data for weeks up to and including Oct 16, 2016…</p>

One of the big questions for China housing market now is how significant an impact will the latest wave of home purchase restrictions (HPR) have on the new home sales prices and volumes. The first indications come from the weekly sales volume data for the weeks around the Golden Week (Oct 1 - 7) holidays in China at a city level for a sample of 13 cities* that introduced some sort of restrictions in the beginning of October or late September. New data for weeks up to and including Oct 16, 2016…

China Property: What Impact Have Home Purchase Restrictions Had On Sales Volumes (Weekly Oct Data)?

The accounting research firm, GMT Research

Lisa Mangkornkarn

The accounting research firm

GMT Research

GMT Research provides independent insight into markets, sectors and companies throughout Asia. Our unique method of mining a comprehensive collection of corporate financial statements for key data allows us to evaluate the financial health of a company, sectors and the market at large. We also investigate the application of accounting standards by companies and sectors, shedding light on the quality of reported profits. Armed with this information, we help investment professionals navigate the financial landscape.

<div class="intro"><em>All roads lead to China – but not in a good way. </em></div><div class="intro"> </div><div class="intro">Our Asian-focused thematic accounting reports always end up with a shortlist dominated by Chinese companies. This is largely because they are over-leveraged and face a deteriorating trading environment which creates the incentive to inflate profits. However, EPS is beginning to fall and yet Chinese stocks are the most expensive in the world; its analysts are also the most bullish (see charts within). Could this distorted interpretation of reality stem from the government’s support of the stock market while concurrently applying pressure on analysts to tow the party line? There is, after all, no bad news in China. The last time analysts were under this sort of pressure was in the run up to the 1997 Asian Financial Crisis. It smacks of desperation. The risks to investors have never been higher and now, more than ever, they need <em>objective</em> research.</div>

All roads lead to China – but not in a good way.  Our Asian-focused thematic accounting reports always end up with a shortlist dominated by Chinese companies. This is largely because they are over-leveraged and face a deteriorating trading environment which creates the incentive to inflate profits. However, EPS is beginning to fall and yet Chinese stocks are the most expensive in the world; its analysts are also the most bullish (see charts within). Could this distorted interpretation of reality stem from the government’s support of the stock market while concurrently applying pressure on analysts to tow the party line? There is, after all, no bad news in China. The last time analysts were under this sort of pressure was in the run up to the 1997 Asian Financial Crisis. It smacks of desperation. The risks to investors have never been higher and now, more than ever, they need objective research.

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

Regular company coverage reports
Up-to-date investment decision advice (buy, hold, sell)
Monthly regional and global conference calls
Customized company reports and unlimited on-line access to the program's services.

Riedel provides research coverage of companies across the full range of market capitalization. Experienced research professionals in each market develop company reports and analysis as well as earnings models and projections. Ratings are Buy, Hold and Sell with a focus on compelling investment ideas - both long and short. Downloadable, dynamic earnings models are built to facilitate sensitivity analysis.

Please feel free to contact us for complimentary access to our written research.  We want to show you that our unique research flow can add value and help develop a long-term, high value-add relationship.

Riedel's model focuses on providing clients with unique insights and consulting in addition to unlimited access to all produced research This model allows members to receive exponential benefits for their retainer fees.

<p><br>Last week outlined our view that as key economic data out of China begins to reflect what our China Drag/Pull Indicator has been displaying for months the international mood towards China would improve dramatically, see <a href="http://riedelresearch.us1.list-manage2.com/track/click?u=7239ddbe561696f3ab3b55a2c&amp;id=419fef5ae2&amp;e=e55ce1422e" target="_blank">here</a>. </p><p>In line with our expectations key economic data reports out of China this week continued to alleviate widespread concerns over the outlook for China: </p><p style="padding-left: 25px;">• GDP expanded 6.7% YoY in the 3Q16 - in line with consensus expectations<br> • Retail sales increased 10.7% YoY in September -…</p>

 Last week outlined our view that as key economic data out of China begins to reflect what our China Drag/Pull Indicator has been displaying for months the international mood towards China would improve dramatically, see here. In line with our expectations key economic data reports out of China this week continued to alleviate widespread concerns over the outlook for China: • GDP expanded 6.7% YoY in the 3Q16 - in line with consensus expectations  • Retail sales increased 10.7% YoY in September -…

Why the Recent Rise in Global Inflation Expectations Is Tied to Developments in China

Economist, Centennial Asia Advisors

Jason Tan

Economist

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

Macroeconomics

<ul>
<li>
<strong>Economic growth remains on target: </strong>GDP rose 6.7% y/y in 3Q16, unchanged from 2Q16 and 1Q16, right in the middle of the government’s 2016 goal of 6.5% to 7% growth</li>
<li>
<strong>Industrial production holds momentum: </strong>Rising 6.1% y/y in Sep 16, down slightly from a 6.3% y/y gain in Aug 16.</li>
<li>
<strong>Fixed asset investment grew</strong>2% y/y in the year to date Sep 16, up from 8.1% in Jan-Aug 16. Private sector fixed asset investment rose 2.5% y/y in Jan-Sep 16, up from 2.1% in the year to date Aug 16.</li>
<li>
<strong>Retail sales outperform, </strong>rising…</li>
</ul>



Economic growth remains on target: GDP rose 6.7% y/y in 3Q16, unchanged from 2Q16 and 1Q16, right in the middle of the government’s 2016 goal of 6.5% to 7% growth

Industrial production holds momentum: Rising 6.1% y/y in Sep 16, down slightly from a 6.3% y/y gain in Aug 16.

Fixed asset investment grew2% y/y in the year to date Sep 16, up from 8.1% in Jan-Aug 16. Private sector fixed asset investment rose 2.5% y/y in Jan-Sep 16, up from 2.1% in the year to date Aug 16.

Retail sales outperform, rising…


China: GDP Growth Masks Long Term Weaknesses in Economy

China

iShares MSCI China ETF is an exchange-traded fund incorporated in the USA. The ETF seeks to track the performance of the MSCI China Index. The Index is a free float adjusted market cap weighted index designed to measure the performance of equity securities in the top 85% in market cap of Chinese equity markets, as represented by the A-Shares, H-Shares, B-Shares, Red Chips, & P-Chips.

iShares MSCI China ETF (MCHI US)

China Punishes Taiwan for Independence Sentiment

Young, educated Taiwanese are less and less likely to support unification with Mainland China. But threats to reduce the number Chinese tourists...

Bixmoor

China Property: What Impact Have Home Purchase Restrictions Had On Sales Volumes (Weekly Oct Data)?

One of the big questions for China housing market now is how significant an impact will the latest wave of home purchase restrictions (HPR) have on...

Robert Ciemniak

All Roads Lead to China

All roads lead to China – but not in a good way. Our Asian-focused thematic accounting reports always end up with a shortlist dominated by Chinese...

GMT Research

Why the Recent Rise in Global Inflation Expectations Is Tied to Developments in China

Last week outlined our view that as key economic data out of China begins to reflect what our China Drag/Pull Indicator has been displaying for...

David Riedel

China: GDP Growth Masks Long Term Weaknesses in Economy

Economic growth remains on target: GDP rose 6.7% y/y in 3Q16, unchanged from 2Q16 and 1Q16, right in the middle of the government’s 2016 goal of...

Jason Tan