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)

The vote-buying scandal in Liaoning province shows no sign of abating. Now it appears that local officials ignored requests by Beijing to ensure the election of particular officials. And it seems that Liaoning-style vote buying may be more widespread.

The vote-buying scandal in Liaoning province shows no sign of abating. Now it appears that local officials ignored requests by Beijing to ensure the election of particular officials. And it seems that Liaoning-style vote buying may be more widespread.

No End in Sight to China's Vote-Buying Scandal

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

New home purchase and credit restrictions were introduced in select Chinese cities at the end of September and the beginning of October in response to <a href="https://www.smartkarma.com/insights/china-house-prices-accelerating-16-6-y-y-in-sep-vs-13-8-in-aug-soufun-creis-100-cities-index" target="_blank">strong house price growth in major cities</a>. In this property cycle, the tightening measures have been highly targeted and differentiated between cities, with central government so far not imposing any China-wide rules and leaving the policy decisions in the hands of local authorities.Following earlier select restrictions on purchases of homes and…

New home purchase and credit restrictions were introduced in select Chinese cities at the end of September and the beginning of October in response to strong house price growth in major cities. In this property cycle, the tightening measures have been highly targeted and differentiated between cities, with central government so far not imposing any China-wide rules and leaving the policy decisions in the hands of local authorities.Following earlier select restrictions on purchases of homes and…

China Property - New Wave Of Home Purchase Restrictions

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

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The Korean government officially announced on September 30th (yesterday) the site of where (Terminal High Altitude Area Defense) THAAD will be deployed (Seongju, North Gyeongsang; see map below).The Chinese government also started its fierce verbal retaliation against the THAAD deployment. The Chinese government urged the US government to cancel the THAAD deployment since such action could destabilize the balance of power in North Asia and could "seriously harm the strategic interests of China."
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The Korean government officially announced on September 30th (yesterday) the site of where (Terminal High Altitude Area Defense) THAAD will be deployed (Seongju, North Gyeongsang; see map below).The Chinese government also started its fierce verbal retaliation against the THAAD deployment. The Chinese government urged the US government to cancel the THAAD deployment since such action could destabilize the balance of power in North Asia and could "seriously harm the strategic interests of China."

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China Starts Verbal Retaliation Against THAAD Deployment

China housing market may be confusing when you watch it from further afield: how do you square house price bubble trouble (not only in Tier-1 cities) headlined now across the media with the dire state of ghost cities and oversupply portrayed at the same time, with supply-side reforms on top of the agenda? Yes, the market has become more divergent and policy more differentiating between cities, but we still have the overall cycle at play. In this note, we look at the latest indicators for where we really might be in that cycle.

China housing market may be confusing when you watch it from further afield: how do you square house price bubble trouble (not only in Tier-1 cities) headlined now across the media with the dire state of ghost cities and oversupply portrayed at the same time, with supply-side reforms on top of the agenda? Yes, the market has become more divergent and policy more differentiating between cities, but we still have the overall cycle at play. In this note, we look at the latest indicators for where we really might be in that cycle. 

Latest Signals For China Housing Market Cycle - Peak Or Not?

EM PM, Ecstrat

Emad Mostaque

EM PM

Ecstrat

Ecstrat is a consultancy advising on asset allocation between global equity markets, with a focus on the intersection of governments, geopolitics, governance and markets.
 
Over the past few years and more especially since the Great Financial Crisis (GFC), investors have become more focused on short-term market movements and real-time returns and have consequently neglected the analysis of the underlying structural themes that underpin longer term performance.
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More specifically we believe that the evolution of governance-based relationships between investors, controlling shareholders, labour and the state is one of the primary determinants of both relative and absolute performance between individual equity markets.
 
We will endeavour to provide investors with some of the context surrounding governance-related issues which encompass many different disciplines including history, economics and political science, as well as the financial metrics which are the most obvious manifestation of the structural characteristics of each market.
 
We will pay particular attention to the shifts and potential inflection points for governance in individual markets as these are often the best lead indicators for both economic and market performance.

Senate and Congress have overridden President Obama's veto on the Justice Against Sponsors of Terrorism (JASTA) legislation, designed to allow families of victims of terror attacks on US soil to sue any member of foreign governments (specifically the Saudi government) for support of these acts.The stripping of sovereign immunity will have profound implications for global geopolitics and the increasingly strained relationship of Gulf states and their traditional Western allies, particularly at a time when the USA is pivoting away from the Middle East towards the perceived increasing threat in Asia.

Senate and Congress have overridden President Obama's veto on the Justice Against Sponsors of Terrorism (JASTA) legislation, designed to allow families of victims of terror attacks on US soil to sue any member of foreign governments (specifically the Saudi government) for support of these acts.The stripping of sovereign immunity will have profound implications for global geopolitics and the increasingly strained relationship of Gulf states and their traditional Western allies, particularly at a time when the USA is pivoting away from the Middle East towards the perceived increasing threat in Asia.

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)

No End in Sight to China's Vote-Buying Scandal

The vote-buying scandal in Liaoning province shows no sign of abating. Now it appears that local officials ignored requests by Beijing to ensure...

Bixmoor

China Property - New Wave Of Home Purchase Restrictions

New home purchase and credit restrictions were introduced in select Chinese cities at the end of September and the beginning of October in response...

Robert Ciemniak

China Starts Verbal Retaliation Against THAAD Deployment

The Korean government officially announced on September 30th (yesterday) the site of where (Terminal High Altitude Area Defense) THAAD will be...

Douglas Kim

Latest Signals For China Housing Market Cycle - Peak Or Not?

China housing market may be confusing when you watch it from further afield: how do you square house price bubble trouble (not only in Tier-1...

Robert Ciemniak

JASTA Will Push Saudi East

Senate and Congress have overridden President Obama's veto on the Justice Against Sponsors of Terrorism (JASTA) legislation, designed to allow...

Emad Mostaque

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)