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 was once known for not attaching conditions to its foreign aid. Today things are very different and many countries, China included, now use aid to obtain diplomatic support for controversial policies.

China was once known for not attaching conditions to its foreign aid. Today things are very different and many countries, China included, now use aid to obtain diplomatic support for controversial policies.

Discussion of the sex ration imbalance in China usually focuses on the 'left-over women' - those who have prioritized careers over childbearing. In fact, the real problem is a substantial surplus of men.

Discussion of the sex ration imbalance in China usually focuses on the 'left-over women' - those who have prioritized careers over childbearing. In fact, the real problem is a substantial surplus of men.

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

In September, national new home (“commercial residential”) sales GFA increased 35.3% YoY and 27.1% YTD YoY, compared to 19.1% and 25.6% in August, according to the latest data published by NBS today.This contrasts with the earlier trend of decelerating new home sales growth, though covers the period just before the new wave of <a href="https://www.smartkarma.com/insights/china-property-new-wave-of-home-purchase-restrictions" target="_blank">home purchase restrictions was introduced in October. </a>National land acquisitions (land area purchased by real estate development enterprises) increased 12.5% on YoY basis…

In September, national new home (“commercial residential”) sales GFA increased 35.3% YoY and 27.1% YTD YoY, compared to 19.1% and 25.6% in August, according to the latest data published by NBS today.This contrasts with the earlier trend of decelerating new home sales growth, though covers the period just before the new wave of home purchase restrictions was introduced in October. National land acquisitions (land area purchased by real estate development enterprises) increased 12.5% on YoY basis…

China Data: New Home Sales Growth Higher at 27.1% YTD Y/Y (Jan-Sep), Before New Wave Of Restrictions

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.

As highlighted in our recent <a href="http://riedelresearch.us1.list-manage.com/track/click?u=7239ddbe561696f3ab3b55a2c&amp;id=d3aed3fadc&amp;e=e55ce1422e" target="_blank">‘Why the Consensus View Towards China is Set For a Major Shift - Implications For Global Equity Markets</a>’ international investor sentiment towards China is currently undergoing a paradigm shift. This is occurring as China transitions away from being a major drag on the global economy. Since late 2014 two key factors have worked to drive the stabilization seen in China’s economy:<ul>
<li>Recovery/surging property prices</li>
<li>Subsiding strength in the US dollar</li>
</ul>As the ongoing surge in…

As highlighted in our recent ‘Why the Consensus View Towards China is Set For a Major Shift - Implications For Global Equity Markets’ international investor sentiment towards China is currently undergoing a paradigm shift. This is occurring as China transitions away from being a major drag on the global economy. Since late 2014 two key factors have worked to drive the stabilization seen in China’s economy:
Recovery/surging property prices
Subsiding strength in the US dollar
As the ongoing surge in…

China Inflation Surprises to Upside - Start of a New Trend?

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>
Deflationary pressures subsiding: CPI rose 1.9% y/y in Sep 16, up from 1.6% in Aug 16. PPI rose 0.1% y/y in Sep 16, up from a decline of 0.8% in Aug 16 - the first rise since Jan 12.</li>
<li>
Service sector expanding: Caixin’s General Services PMI was at 51.4 in Sep 16, after 51.8 in Aug 16, the seventh successive monthly expansion though the rate of expansion slowed to a 3-month low.</li>
<li>
However, foreign trade was a let-down: Exports fell 10% y/y in Sep 16, down from a fall of 2.8% in Aug 16. Imports fell…</li>
</ul>



Deflationary pressures subsiding: CPI rose 1.9% y/y in Sep 16, up from 1.6% in Aug 16. PPI rose 0.1% y/y in Sep 16, up from a decline of 0.8% in Aug 16 - the first rise since Jan 12.

Service sector expanding: Caixin’s General Services PMI was at 51.4 in Sep 16, after 51.8 in Aug 16, the seventh successive monthly expansion though the rate of expansion slowed to a 3-month low.

However, foreign trade was a let-down: Exports fell 10% y/y in Sep 16, down from a fall of 2.8% in Aug 16. Imports fell…


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)

The Price of Foreign Aid

China was once known for not attaching conditions to its foreign aid. Today things are very different and many countries, China included, now use...

Bixmoor

China's Enduring Sex Ratio Imbalance

Discussion of the sex ration imbalance in China usually focuses on the 'left-over women' - those who have prioritized careers over childbearing. In...

Bixmoor

China Data: New Home Sales Growth Higher at 27.1% YTD Y/Y (Jan-Sep), Before New Wave Of Restrictions

In September, national new home (“commercial residential”) sales GFA increased 35.3% YoY and 27.1% YTD YoY, compared to 19.1% and 25.6% in August,...

Robert Ciemniak

China Inflation Surprises to Upside - Start of a New Trend?

As highlighted in our recent ‘Why the Consensus View Towards China is Set For a Major Shift - Implications For Global Equity Markets’ international...

David Riedel

China: Exports Fall but Reforms Apace

Deflationary pressures subsiding: CPI rose 1.9% y/y in Sep 16, up from 1.6% in Aug 16. PPI rose 0.1% y/y in Sep 16, up from a decline of 0.8% in...

Manu Bhaskaran