Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Thematic (Sector/Industry)

GCSI Rises In December but Increased Polarization Predicts Volatility in 2017<ul><li class="li2">In December the RRG Global Consumer Sentiment Index (GCSI) increased slightly to a level of .53, up from .5 in November and above the average reading of 0.37 for the first 11 months of the year.</li></ul><ul>
<li class="li2">Upward momentum in the GCSI has been enough to offset concern about rising inflation and the uncertainty of the Trump presidency in the U.S. set to begin Jan 20th.</li>
<li class="li2">
US dollar strength since Trump’s election in November dampened…</li>
</ul>

GCSI Rises In December but Increased Polarization Predicts Volatility in 2017In December the RRG Global Consumer Sentiment Index (GCSI) increased slightly to a level of .53, up from .5 in November and above the average reading of 0.37 for the first 11 months of the year.
Upward momentum in the GCSI has been enough to offset concern about rising inflation and the uncertainty of the Trump presidency in the U.S. set to begin Jan 20th.

US dollar strength since Trump’s election in November dampened…


Global Consumer Sentiment Strong in Dec but Troubling Patterns Risk Volatility in 2017

<ul>
<li>In December the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 116.6 , just above the threshold of 116 indicating consumers are ‘Rationally Pessimistic’. </li>
<li>Consumer Sentiment has been fluctuating at a low level in recent years and continues this trend. </li>
<li>Nearly half of respondents say that they expect prices to be up by between 6% and 9% in a year.  This would be a surprisingly high level of inflation given that recent CPI reports have been in the 1.9% - 2.3% range. </li>
<li>Nearly 10%…</li>
</ul>


In December the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 116.6 , just above the threshold of 116 indicating consumers are ‘Rationally Pessimistic’. 
Consumer Sentiment has been fluctuating at a low level in recent years and continues this trend. 
Nearly half of respondents say that they expect prices to be up by between 6% and 9% in a year.  This would be a surprisingly high level of inflation given that recent CPI reports have been in the 1.9% - 2.3% range. 
Nearly 10%…


China Consumers Are Concerned About 6% - 9% Inflation and a Much Worse Employment Outlook

CHINA - Healthcare, Steel, Autos, Education, Research From Beijing

Scott Laprise/ 乐天虎

CHINA - Healthcare, Steel, Autos, Education

<ul>
<li>Trump will likely do little to hurt China except negotiate.</li>
<li>
China direct investments in US will slow dramatically in 2017.
</li>
<li>Policies helping Apple with big subsidies will go away impacting foreign companies in China – focus will be made in China only.</li>
<li>Exports to the US will shrink fast and imports into China will rise with the US making iPhones – China will lose a tiny assembly %.</li>
<li>US influence in Asia will fall with Trump government, good for China and its interests.</li>
<li>
China becoming new champion of…</li>
</ul>


Trump will likely do little to hurt China except negotiate.

China direct investments in US will slow dramatically in 2017.

Policies helping Apple with big subsidies will go away impacting foreign companies in China – focus will be made in China only.
Exports to the US will shrink fast and imports into China will rise with the US making iPhones – China will lose a tiny assembly %.
US influence in Asia will fall with Trump government, good for China and its interests.

China becoming new champion of…


CHINA - A Look into 2017 - A Year for Volatility – Part II

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>
Clear rise in inflation risks: China’s PPI rose 5% y/y in Dec 16, up from 3.3% in Nov 16 - the fastest in more than five years. CPI increased 2.1% in Dec 16, down from 2.3% in Nov 16. However, non-food inflation was at its highest since Nov 11.</li>
<li>
Exports remain weak, domestic demand is key: China’s exports continued to fall, down 6.1% in Dec 16 with weakness across all export categories. Monetary data showed new bank loans rising, powered by more lending to corporates and the government sector…</li>
</ul>



Clear rise in inflation risks: China’s PPI rose 5% y/y in Dec 16, up from 3.3% in Nov 16 - the fastest in more than five years. CPI increased 2.1% in Dec 16, down from 2.3% in Nov 16. However, non-food inflation was at its highest since Nov 11.

Exports remain weak, domestic demand is key: China’s exports continued to fall, down 6.1% in Dec 16 with weakness across all export categories. Monetary data showed new bank loans rising, powered by more lending to corporates and the government sector…


China: Need to Focus on Restructuring Efforts

<ul>
<li>
China released a White Paper detailing its policy on security cooperation in the Asia-Pacific. China seeks to establish a “multi-layered, comprehensive and diversified” consensus to underpin it taking on greater responsibilities. China warned against provocative actions in the South China Sea and cautioned small- and medium-sized countries from taking sides with the larger countries.</li>
<li>
China’s Liaoning aircraft carrier sailed into the Taiwan Strait for the first time ever, prompting Taiwan to put…</li>
</ul>



China released a White Paper detailing its policy on security cooperation in the Asia-Pacific. China seeks to establish a “multi-layered, comprehensive and diversified” consensus to underpin it taking on greater responsibilities. China warned against provocative actions in the South China Sea and cautioned small- and medium-sized countries from taking sides with the larger countries.

China’s Liaoning aircraft carrier sailed into the Taiwan Strait for the first time ever, prompting Taiwan to put…


China Seeks to Reshape the Asia-Pacific Security Order

China

iShares China Large-Cap ETF is an exchange-traded fund incorporated in the USA. The ETF tracks the FTSE China 50 Index, investing in large cap stocks. Its investments are focused in the financial, oil and gas, technology and communications sectors. The ETF uses a representative sampling indexing strategy, investing at least 90% of its assets in the securities of the underlying index.

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iShares China Large-Cap (FXI) (FXI US)

Global Consumer Sentiment Strong in Dec but Troubling Patterns Risk Volatility in 2017

GCSI Rises In December but Increased Polarization Predicts Volatility in 2017In December the RRG Global Consumer Sentiment Index (GCSI) increased...

David Riedel

China Consumers Are Concerned About 6% - 9% Inflation and a Much Worse Employment Outlook

In December the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 116.6 , just above the threshold of 116 indicating consumers...

David Riedel

CHINA - A Look into 2017 - A Year for Volatility – Part II

Trump will likely do little to hurt China except negotiate. China direct investments in US will slow dramatically in 2017. Policies helping...

Scott Laprise/ 乐天虎

China: Need to Focus on Restructuring Efforts

Clear rise in inflation risks: China’s PPI rose 5% y/y in Dec 16, up from 3.3% in Nov 16 - the fastest in more than five years. CPI increased...

Jason Tan

China Seeks to Reshape the Asia-Pacific Security Order

China released a White Paper detailing its policy on security cooperation in the Asia-Pacific. China seeks to establish a “multi-layered,...

Jason Tan

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