China Macroeconomics & Academia

Christopher Balding

Macroeconomics

Though China announced GDP growth of 6.9%, this is more accurately seen as a set back for economic reform given the figures reliance on old industry drivers.  There are also significant concerns about the drivers like Hotels and Catering that are above the national growth rate.  Industrial data fails to support the idea that the GDP growth of the Hotel and Catering sector would grow by 7% based upon occupancy rates, visits, new rooms, and revenue.  Some of these figures should be viewed…

Though China announced GDP growth of 6.9%, this is more accurately seen as a set back for economic reform given the figures reliance on old industry drivers.  There are also significant concerns about the drivers like Hotels and Catering that are above the national growth rate.  Industrial data fails to support the idea that the GDP growth of the Hotel and Catering sector would grow by 7% based upon occupancy rates, visits, new rooms, and revenue.  Some of these figures should be viewed…

Strength in Old Industries in Chinese GDP and Trade

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)

Over the period February 28, 2016, to July 20, 2017, we monitored publicly available online English language 'Western' news headlines from around 10 major mainstream sources, for anything related to China. Over 13,000 headlines later we've now applied word frequency analysis techniques to see what these headlines tell us about this past year and what's been gaining or losing coverage since the May update (for some technical/background details see a footnote below). While this does not carry…

Over the period February 28, 2016, to July 20, 2017, we monitored publicly available online English language 'Western' news headlines from around 10 major mainstream sources, for anything related to China. Over 13,000 headlines later we've now applied word frequency analysis techniques to see what these headlines tell us about this past year and what's been gaining or losing coverage since the May update (for some technical/background details see a footnote below). While this does not carry…

Media Coverage / Sentiment On China - What Got Hot, What Faded (May-July 2017)

Over the period February 28, 2016, to May 29, 2017, we monitored publicly available online English language 'Western' news headlines from around 10 major mainstream sources, for anything related to China. Close to 12,000 headlines later we've now applied some NLP techniques to see what these headlines tell us about this past year and recent topical issues (for some technical/background details see a footnote below).1. One Belt One Road has gained extensive coverage, esp. in the line-up to the…

Over the period February 28, 2016, to May 29, 2017, we monitored publicly available online English language 'Western' news headlines from around 10 major mainstream sources, for anything related to China. Close to 12,000 headlines later we've now applied some NLP techniques to see what these headlines tell us about this past year and recent topical issues (for some technical/background details see a footnote below).1. One Belt One Road has gained extensive coverage, esp. in the line-up to the…

Western Media Coverage/Sentiment On China - What Got Hot (May 2017)

Information Technology Consultant

Ishita Jain

Space, the final frontier, is less of a mystery today than a few decades ago. Decades ago, news of a launch of a space probe would make it to the front pages of all prominent dailies while today it would occupy a small space on one of the back pages. Despite the 'normalisation' of the 'wow' factor, it is easy to say that the space exploration age is just beginining. NASA ceased its space shuttle program a few years ago and private players have scrambled to fill the void to ferry people and cargo to the International Space Station and beyond. The purpose of the insight is to share developments in this fast moving industry.

Space, the final frontier, is less of a mystery today than a few decades ago. Decades ago, news of a launch of a space probe would make it to the front pages of all prominent dailies while today it would occupy a small space on one of the back pages. Despite the 'normalisation' of the 'wow' factor, it is easy to say that the space exploration age is just beginining. NASA ceased its space shuttle program a few years ago and private players have scrambled to fill the void to ferry people and cargo to the International Space Station and beyond. The purpose of the insight is to share developments in this fast moving industry.

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.

Changes in commodity prices, the outlook for U.S. rates and inflation have shuffled the deck in emerging market investing.Emerging market equities, currencies and fixed-income had the wind at their backs in recent months as expectations for global growth rose and markets marched higher. This has started to shift, however, and while the medium and longer-term outlook for EM investing remains strong there are some near-term headwinds.Markets Absorb Fed Hike Smoothly – What to Watch NextMarkets…

Changes in commodity prices, the outlook for U.S. rates and inflation have shuffled the deck in emerging market investing.Emerging market equities, currencies and fixed-income had the wind at their backs in recent months as expectations for global growth rose and markets marched higher. This has started to shift, however, and while the medium and longer-term outlook for EM investing remains strong there are some near-term headwinds.Markets Absorb Fed Hike Smoothly – What to Watch NextMarkets…

Near-Term Opportunities and Threats in Emerging Markets - Who Benefits from Commodity Weakness?

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)

Strength in Old Industries in Chinese GDP and Trade

Though China announced GDP growth of 6.9%, this is more accurately seen as a set back for economic reform given the figures reliance on old...

Christopher Balding

Media Coverage / Sentiment On China - What Got Hot, What Faded (May-July 2017)

Over the period February 28, 2016, to July 20, 2017, we monitored publicly available online English language 'Western' news headlines from around...

Robert Ciemniak

Western Media Coverage/Sentiment On China - What Got Hot (May 2017)

Over the period February 28, 2016, to May 29, 2017, we monitored publicly available online English language 'Western' news headlines from around 10...

Robert Ciemniak

The Next Big Thing In Space Exploration

Space, the final frontier, is less of a mystery today than a few decades ago. Decades ago, news of a launch of a space probe would make it to the...

Ishita Jain

Near-Term Opportunities and Threats in Emerging Markets - Who Benefits from Commodity Weakness?

Changes in commodity prices, the outlook for U.S. rates and inflation have shuffled the deck in emerging market investing.Emerging market equities,...

David Riedel