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)

China’s introduction of pensions has been a brave effort continually embroiled in titanic headwinds. Issues frequently raised are lack of portability, poor payouts, limited coverage and even the threat of huge deficits.

China’s introduction of pensions has been a brave effort continually embroiled in titanic headwinds. Issues frequently raised are lack of portability, poor payouts, limited coverage and even the threat of huge deficits. 

The Prospects for Pension Reform in China

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.

Since late 2015 the outlook for the global economy has improved dramatically. Three key interdependent factors are largely responsible for this improvement:<ol>
<li>Stabilizing Chinese economy</li>
<li>Subsiding strength in the USD</li>
<li>Stabilization in commodity prices, specifically oil</li>
</ol>Subsiding strength in the USD since late 2015 has greatly alleviated pressure on China. China’s currency is pegged to the USD and appreciates against other currencies as the USD appreciates making China’s exports less competitive.China…

Since late 2015 the outlook for the global economy has improved dramatically. Three key interdependent factors are largely responsible for this improvement:
Stabilizing Chinese economy
Subsiding strength in the USD
Stabilization in commodity prices, specifically oil
Subsiding strength in the USD since late 2015 has greatly alleviated pressure on China. China’s currency is pegged to the USD and appreciates against other currencies as the USD appreciates making China’s exports less competitive.China…

Is China Property Finally Headed for a Correction? Policy Makers May Have Finally Pushed Too Far

The political crisis now gripping South Korea, with allegations that the President is under the influence of a strange shamanistic cult, could not have come at a worse time for the country, which faces an unpredictable northern neighbor, poor relations with China and few regional allies.

The political crisis now gripping South Korea, with allegations that the President is under the influence of a strange shamanistic cult, could not have come at a worse time for the country, which faces an unpredictable northern neighbor, poor relations with China and few regional allies.

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

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>The Communist Party of China concluded its annual four-day conclave on 27 Oct.</li><li>First, President Xi has emerged from the meeting a more dominant force. He has attained the title of “core” leader in the CCP and looks to be the sole power centre.</li><li>Secondly, Xi has set his mind to achieving a number of targets. These include extending his tenure at the top and installing trusted aides into key positions at the 20th Party Congress. His formal institution of the anti-corruption campaign is meant to strike fear into the hearts of his opponents, with the latest plenum endorsing a code of conduct which emphasises greater scrutiny on the senior leadership.</li><li>Thirdly, this means that the fervour for reforms will ebb while nationalistic passions will be fanned in a bid to rally the Chinese people to Xi’s cause. Expect structural overhauls to take a backseat as politicking rises to the fore while foreign policy to be more robust, including a harder stance on maritime disputes.</li></ul>

The Communist Party of China concluded its annual four-day conclave on 27 Oct.First, President Xi has emerged from the meeting a more dominant force. He has attained the title of “core” leader in the CCP and looks to be the sole power centre.Secondly, Xi has set his mind to achieving a number of targets. These include extending his tenure at the top and installing trusted aides into key positions at the 20th Party Congress. His formal institution of the anti-corruption campaign is meant to strike fear into the hearts of his opponents, with the latest plenum endorsing a code of conduct which emphasises greater scrutiny on the senior leadership.Thirdly, this means that the fervour for reforms will ebb while nationalistic passions will be fanned in a bid to rally the Chinese people to Xi’s cause. Expect structural overhauls to take a backseat as politicking rises to the fore while foreign policy to be more robust, including a harder stance on maritime disputes.

China: 6th Plenum Sets President Xi up for Dominance

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

The pace of inventory clearing of 'commercial residential' properties in select 12 major cities (number determined by data availability for longer historical data, sourced from SouFun-CREIS) based on September Available-for-Sale inventory data and 6-month average pace of sales shows further improvement (left chart below). In comparison to the four Tier-1 cities, the eight Tier-2 (treated as 'one city') are now clearing inventory faster. This can be explained by strong volume growth in those…

The pace of inventory clearing of 'commercial residential' properties in select 12 major cities (number determined by data availability for longer historical data, sourced from SouFun-CREIS) based on September Available-for-Sale inventory data and 6-month average pace of sales shows further improvement (left chart below). In comparison to the four Tier-1 cities, the eight Tier-2 (treated as 'one city') are now clearing inventory faster. This can be explained by strong volume growth in those…

China Property: Some Tier-2 Cities Now Clear Inventory Faster Than Tier-1, Driven By Volume Spikes

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)

The Prospects for Pension Reform in China

China’s introduction of pensions has been a brave effort continually embroiled in titanic headwinds. Issues frequently raised are lack of...

Bixmoor

Is China Property Finally Headed for a Correction? Policy Makers May Have Finally Pushed Too Far

Since late 2015 the outlook for the global economy has improved dramatically. Three key interdependent factors are largely responsible for this...

David Riedel

President Park and the Eight Fairies

The political crisis now gripping South Korea, with allegations that the President is under the influence of a strange shamanistic cult, could not...

Bixmoor

China: 6th Plenum Sets President Xi up for Dominance

The Communist Party of China concluded its annual four-day conclave on 27 Oct. First, President Xi has emerged from the meeting a more dominant...

Manu Bhaskaran

China Property: Some Tier-2 Cities Now Clear Inventory Faster Than Tier-1, Driven By Volume Spikes

The pace of inventory clearing of 'commercial residential' properties in select 12 major cities (number determined by data availability for longer...

Robert Ciemniak

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)