China Macroeconomics & Academia

Christopher Balding

Thematic (Sector/Industry)

The sluggish growth of Chinese economy in the past couple of months ignited concerns regarding the future of the economy. The slow growth in exports posed various threats to the highly leveraged economy which depends upon state owned enterprises and the debts owed by them. However, some sectors such as real estate have started to show signs of improvement which surely will help the economy.While the slow economic growth left Beijing concerned, the recent official data released by presents a…

The sluggish growth of Chinese economy in the past couple of months ignited concerns regarding the future of the economy. The slow growth in exports posed various threats to the highly leveraged economy which depends upon state owned enterprises and the debts owed by them. However, some sectors such as real estate have started to show signs of improvement which surely will help the economy.While the slow economic growth left Beijing concerned, the recent official data released by presents a…

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

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Economic Data Out of US and China Do Not Address Key ConcernsThis week investors attention turned away from the risks a Brexit poses to the global economy as China’s foreign exchange reserves unexpectedly increased and the US Jobs report came in well above expectations.Due to the better than expected key data releases in the US and China global equity markets have surged to record highs. Economic Data Out of US and China Do Not Address Key ConcernsWhile data out of the US and China is encouraging the data does not address key issues and has not changed the near term outlook for the global economy.

Economic Data Out of US and China Do Not Address Key ConcernsThis week investors attention turned away from the risks a Brexit poses to the global economy as China’s foreign exchange reserves unexpectedly increased and the US Jobs report came in well above expectations.Due to the better than expected key data releases in the US and China global equity markets have surged to record highs. Economic Data Out of US and China Do Not Address Key ConcernsWhile data out of the US and China is encouraging the data does not address key issues and has not changed the near term outlook for the global economy.

RRG Call For This Week: US Jobs Report Distracts Investors From Real Concerns

In June the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 115.9, just below the threshold level of 116 indicating consumers are in a state of panic. We continue to highlight our view that China’s economy is much stronger than depressed levels of Consumer Sentiment would suggest. We believe the Chinese government is aware of its recent confidence destabilizing policy moves and is focused on avoiding such moves in the near future, allowing consumers to pull out of a prolonged period of panic. Data collection for the MNI China Consumer Sentiment Survey ended by the June 23rd Brexit referendum. While it is not yet clear what impact the Brexit will have on the CSI it has the potential to adversely change the global economic outlook and the outlook for China. Over the next few weeks we will be monitoring the spillover effects of the Brexit carefully.

In June the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 115.9, just below the threshold level of 116 indicating consumers are in a state of panic.  We continue to highlight our view that China’s economy is much stronger than depressed levels of Consumer Sentiment would suggest. We believe the Chinese government is aware of its recent confidence destabilizing policy moves and is focused on avoiding such moves in the near future, allowing consumers to pull out of a prolonged period of panic.  Data collection for the MNI China Consumer Sentiment Survey ended by the June 23rd Brexit referendum. While it is not yet clear what impact the Brexit will have on the CSI it has the potential to adversely change the global economic outlook and the outlook for China.  Over the next few weeks we will be monitoring the spillover effects of the Brexit carefully.

China Consumer Sentiment Rises in June as Panic Surrounding Slowing Economy Continues to Dissipate

Last week the immediate shock from the Brexit eased considerably. It has become clear that all the Brexit vote really did was guarantee a prolonged period of uncertainty. It has also become clear that it will take months to gauge the impact that this prolonged period of uncertainty will have on both the Eurozone and global economy.

Last week the immediate shock from the Brexit eased considerably. It has become clear that all the Brexit vote really did was guarantee a prolonged period of uncertainty. It has also become clear that it will take months to gauge the impact that this prolonged period of uncertainty will have on both the Eurozone and global economy.

What Investors Should Be Asking About A Brexit

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Coupang has been quite secretive regarding its China expansion plans. In the past several years, Coupang has shattered many records to become one of the fastest growing E-commerce company not just in Korea, but in the world. Coupang is the largest "start-up" in Korea in history. Ever since Softbank invested US$1 billion in Coupang in 2015, some of the key questions that have been raised include "Will Coupang focus its business in Korea only and what is its expansion plans in China?" Coupang has…

Coupang has been quite secretive regarding its China expansion plans. In the past several years, Coupang has shattered many records to become one of the fastest growing E-commerce company not just in Korea, but in the world. Coupang is the largest "start-up" in Korea in history. Ever since Softbank invested US$1 billion in Coupang in 2015, some of the key questions that have been raised include "Will Coupang focus its business in Korea only and what is its expansion plans in China?" Coupang has…

China

SAIC Motor Corporation Ltd., through joint ventures, manufactures and markets automobiles and related parts and accessories.

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SAIC Motor (600104 CH)

Inside the Chinese Retail Sector

The sluggish growth of Chinese economy in the past couple of months ignited concerns regarding the future of the economy. The slow growth in...

Christopher Balding

RRG Call For This Week: US Jobs Report Distracts Investors From Real Concerns

Economic Data Out of US and China Do Not Address Key ConcernsThis week investors attention turned away from the risks a Brexit poses to the global...

David Riedel

China Consumer Sentiment Rises in June as Panic Surrounding Slowing Economy Continues to Dissipate

In June the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 115.9, just below the threshold level of 116 indicating consumers...

David Riedel

What Investors Should Be Asking About A Brexit

Last week the immediate shock from the Brexit eased considerably. It has become clear that all the Brexit vote really did was guarantee a prolonged...

David Riedel

Is Coupang Ready to Expand in China?

Coupang has been quite secretive regarding its China expansion plans. In the past several years, Coupang has shattered many records to become one...

Douglas Kim

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