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

Thematic (Sector/Industry)

Zhengzhou, the capital city of Henan province, made headlines in the Western media a few years ago through the <a href="https://www.youtube.com/watch?v=ei0FpwI1dqg" target="_blank">PBS 60 Minutes show</a>, with the city's East New District featured as one of the much talked about China ghost towns. A number of analysts have since shown a more subtle view on the area, but now in our latest data analysis it would appear that in full irony not only is the district out of trouble, but in fact it is one of the better performing districts on 3-month price growth and volume growth for new home sales, when compared against <a href="https://www.smartkarma.com/insights/china-property-220-districts-which-are-the-best-performers" target="_blank">200+ major districts </a>across 23 cities in China. Zhengzhou overall has seen strong performance for home prices and sales volumes, to the point of recent price and volume spikes that brought in <a href="https://www.smartkarma.com/insights/china-property-new-wave-of-home-purchase-restrictions" target="_blank">home purchase restrictions</a> - to a city normally considered rich in supply... In this note we look at what's really going on in Zhengzhou.

Zhengzhou, the capital city of Henan province, made headlines in the Western media a few years ago through the PBS 60 Minutes show, with the city's East New District featured as one of the much talked about China ghost towns. A number of analysts have since shown a more subtle view on the area, but now in our latest data analysis it would appear that in full irony not only is the district out of trouble, but in fact it is one of the better performing districts on 3-month price growth and volume growth for new home sales, when compared against 200+ major districts across 23 cities in China. Zhengzhou overall has seen strong performance for home prices and sales volumes, to the point of recent price and volume spikes that brought in home purchase restrictions - to a city normally considered rich in supply... In this note we look at what's really going on in Zhengzhou.

China Property: The Case Of Zhengzhou - With A Ghost Town Myth And Bubble Worries

Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

REAL-Economics.com

Macroeconomics

China's exports fell in Sept16 at their fastest in 7 years (not counting the CNY months in 1Q of any year). China's exports declined a precipitous 10.2% YoY in September 2016, the biggest monthly decline since February 2016 -- and the largest monthly YoY decline outside the first quarter (which is affected by the Lunar New Year) in 7 years (i.e., since the GFC). China is losing global market share in both labour-intensive exports (to Vietnam and Bangladesh) and in areas like electronics and…

China's exports fell in Sept16 at their fastest in 7 years (not counting the CNY months in 1Q of any year). China's exports declined a precipitous 10.2% YoY in September 2016, the biggest monthly decline since February 2016 -- and the largest monthly YoY decline outside the first quarter (which is affected by the Lunar New Year) in 7 years (i.e., since the GFC). China is losing global market share in both labour-intensive exports (to Vietnam and Bangladesh) and in areas like electronics and…

Slumping Exports Lower the Trade Surplus, as Capital Flight Gains Pace

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.

Consumer sentiment in China rebounded in September after weakness in August when sentiment was dampened by massive flooding.In this month's analysis of the MNI China Consumer Sentiment Indicator we focus on our China Drag/Pull indicator which measures the extent to which China is acting as a negative 'drag' on the global economy or as a positive 'pull' on the economy.The indicator shows that international investor sentiment is undergoing a paradigm shift.This has the potential to dramatically…

Consumer sentiment in China rebounded in September after weakness in August when sentiment was dampened by massive flooding.In this month's analysis of the MNI China Consumer Sentiment Indicator we focus on our China Drag/Pull indicator which measures the extent to which China is acting as a negative 'drag' on the global economy or as a positive 'pull' on the economy.The indicator shows that international investor sentiment is undergoing a paradigm shift.This has the potential to dramatically…

International Investor Sentiment Towards China Set For Paradigm Shift

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.

China has a large budget for scientific research, a very large scientific community, large numbers of graduates and a massive population. Yet when it comes to commendable scientific research, it punches well below its weight.

China has a large budget for scientific research, a very large scientific community, large numbers of graduates and a massive population. Yet when it comes to commendable scientific research, it punches well below its weight. 

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

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Manufacturing stabilises: The Caixin Manufacturing PMI edged up to 50.4 in Sep 16 from 50.1 in August. Output and new orders expanded but restructuring efforts have led to further employment cuts.</li>
<li>
China bears the brunt of rising protectionism: In Jan-Aug 2016, 20 countries launched 85 investigations into China's exports with a total value of USD10.3bn, a 94% y/y jump. In addition, the US launched 15 investigations into Chinese products under section 337 of the main US tariff law. The rising…</li>
</ul>



Manufacturing stabilises: The Caixin Manufacturing PMI edged up to 50.4 in Sep 16 from 50.1 in August. Output and new orders expanded but restructuring efforts have led to further employment cuts.

China bears the brunt of rising protectionism: In Jan-Aug 2016, 20 countries launched 85 investigations into China's exports with a total value of USD10.3bn, a 94% y/y jump. In addition, the US launched 15 investigations into Chinese products under section 337 of the main US tariff law. The rising…


China: Current Policy Tools May Not Be Enough

China

iShares FTSE A50 China Index ETF is an exchanged-traded fund established in Hong Kong. The investment objective of the iShares FTSE A50 China Index ETF is to provide investment results that, before fees and expenses, closely correspond to the performance of A50 Index.

iShares FTSE/Xinhua A50 China (2823 HK)

China Property: The Case Of Zhengzhou - With A Ghost Town Myth And Bubble Worries

Zhengzhou, the capital city of Henan province, made headlines in the Western media a few years ago through the PBS 60 Minutes show, with the city's...

Robert Ciemniak

Slumping Exports Lower the Trade Surplus, as Capital Flight Gains Pace

China's exports fell in Sept16 at their fastest in 7 years (not counting the CNY months in 1Q of any year). China's exports declined a precipitous...

Prasenjit K. Basu

International Investor Sentiment Towards China Set For Paradigm Shift

Consumer sentiment in China rebounded in September after weakness in August when sentiment was dampened by massive flooding.In this month's...

David Riedel

China's Low Profile in Scientific Awards

China has a large budget for scientific research, a very large scientific community, large numbers of graduates and a massive population. Yet when...

Bixmoor

China: Current Policy Tools May Not Be Enough

Manufacturing stabilises: The Caixin Manufacturing PMI edged up to 50.4 in Sep 16 from 50.1 in August. Output and new orders expanded but...

Jason Tan