Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

REAL-Economics.com

Macroeconomics

The 3mma of exports (-5.2% YoY) and imports (-7.1% YoY) declined less in August than in the ytd, signalling mild improvement in the trade situation (although some temporary factors boosted imports). China's exports and imports beat market expectations in August, with exports down a modest 2.8% YoY and imports rising 1.5% YoY (after a decline of 12.5% YoY in July). Given monthly volatility, we think it best to look at export and import growth on a 3-month moving average basis -- and that shows…

The 3mma of exports (-5.2% YoY) and imports (-7.1% YoY) declined less in August than in the ytd, signalling mild improvement in the trade situation (although some temporary factors boosted imports). China's exports and imports beat market expectations in August, with exports down a modest 2.8% YoY and imports rising 1.5% YoY (after a decline of 12.5% YoY in July). Given monthly volatility, we think it best to look at export and import growth on a 3-month moving average basis -- and that shows…

China: Mild Improvement in Trade, but Capital Outflows Accelerate Further

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

iShares FTSE/Xinhua A50 China / Technical Analysis

Chartonics FX webcast Sunday 11 September 2016Trading this weekTo view click on this link: <a href="http://www.screencast.com/t/MUfbG1tknl8" target="_blank" data-saferedirecturl="https://www.google.com/url?hl=en&amp;q=http://www.screencast.com/t/MUfbG1tknl8&amp;source=gmail&amp;ust=1473644297580000&amp;usg=AFQjCNGmzj1haO2GQW1lwMW5ogDvdoSi6g">http://www.screencast.com/t/MUfbG1tknl8</a>  9:25 min.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/013/113/original/CPG%20FRONT%20COVER.png?1473557985" class="editor-image img-responsive" data-smartkarma-image-id="13113"></figure><div class="content-caption">FX webcast</div>DXY did see the touted fade on Tuesday to re test pattern support. DXY base case calls for a rise from 94.10 buy in point to test and clear 96.50 and reach for 98.50 pattern topside. Fed speak is increasing volatility. A weak equity bias and hike expectations should give a bid to the USD into September 22nd. Fresh pattern support comes in at 94.50…

Chartonics FX webcast Sunday 11 September 2016Trading this weekTo view click on this link: http://www.screencast.com/t/MUfbG1tknl8  9:25 min.FX webcastDXY did see the touted fade on Tuesday to re test pattern support. DXY base case calls for a rise from 94.10 buy in point to test and clear 96.50 and reach for 98.50 pattern topside. Fed speak is increasing volatility. A weak equity bias and hike expectations should give a bid to the USD into September 22nd. Fresh pattern support comes in at 94.50…

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
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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.

Thematic (Sector/Industry)

<ul>
<li>Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos.</li>
<li>ASEAN is a critical component of SE Asian stability, partnership with the US and should be a united front in protesting Chinese intrusions into the South China Sea.</li>
<li>A high-profile spat with Philippine president Duterte was an unfortunate distraction and an unhelpful development for the Philippines which benefits from strong U.S. support.</li>
<li>Thailand and Malaysia look like the best opportunities in ASEAN in the medium-term.</li>
<li>BUY…</li>
</ul>


Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos.
ASEAN is a critical component of SE Asian stability, partnership with the US and should be a united front in protesting Chinese intrusions into the South China Sea.
A high-profile spat with Philippine president Duterte was an unfortunate distraction and an unhelpful development for the Philippines which benefits from strong U.S. support.
Thailand and Malaysia look like the best opportunities in ASEAN in the medium-term.
BUY…


Takeaways from ASEAN - Investment Opportunities

Nomura Next F Jpx Nikkei 400 / Technical Analysis

Chartonics FX webcast Sunday 4 September 2016Post NFP positioningTo view click on this link: <a href="http://www.screencast.com/t/yCwOdPXY" target="_blank" data-saferedirecturl="https://www.google.com/url?hl=en&amp;q=http://www.screencast.com/t/yCwOdPXY&amp;source=gmail&amp;ust=1473210385054000&amp;usg=AFQjCNFJqLIwaIuRqJipW30rY81uskL5Fg">http://www.screencast.com/t/yCwOdPXY</a> 10:36 min.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/012/802/original/CPG%20FRONT%20COVER.png?1473124214" class="editor-image img-responsive" data-smartkarma-image-id="12802"></figure><div class="content-caption">FX webcast</div>DXY’s impressive reversal off of 95.30 support has our attention but once the dust settles the dollar may very well drift back to re-test this support level. Our base case calls for buying dips for a push above 96.50 on toward 98.50 where we would be a USD seller. NFP mild miss was taken as ammunition for the Fed to act as soon as late September…

Chartonics FX webcast Sunday 4 September 2016Post NFP positioningTo view click on this link: http://www.screencast.com/t/yCwOdPXY 10:36 min.FX webcastDXY’s impressive reversal off of 95.30 support has our attention but once the dust settles the dollar may very well drift back to re-test this support level. Our base case calls for buying dips for a push above 96.50 on toward 98.50 where we would be a USD seller. NFP mild miss was taken as ammunition for the Fed to act as soon as late September…

Deciphering real estate markets globally., Rems Advisors

TAN Kok Keong

Deciphering real estate markets globally.

Rems Advisors

A long-winded account from an ex-civil servant who is trying his hand at Fintech. I have been encouraged to share our journey and I also want to gather thoughts from the collective brilliance of people in this community, so that we can bring about real changes in the way people invest in real estate.I have spent more than 20 years doing various forms of research on the property market. In my earlier years as a researcher in the Government in the Urban Redevelopment Authority formulating…

A long-winded account from an ex-civil servant who is trying his hand at Fintech. I have been encouraged to share our journey and I also want to gather thoughts from the collective brilliance of people in this community, so that we can bring about real changes in the way people invest in real estate.I have spent more than 20 years doing various forms of research on the property market. In my earlier years as a researcher in the Government in the Urban Redevelopment Authority formulating…

United States

iShares MSCI Singapore ETF is an exchange-traded fund incorporated in the USA. The ETF's objective seeks to provide investment results that correspond to the performance of the Singaporean market, as measured by the MSCI Singapore 25/50 Index. The ETF invests in a representative sample of index stocks using a "portfolio sampling" technique. SGX Trading Name: IS MSCI SIN 100US$

iShares MSCI Singapore ETF (EWS US)

China: Mild Improvement in Trade, but Capital Outflows Accelerate Further

The 3mma of exports (-5.2% YoY) and imports (-7.1% YoY) declined less in August than in the ytd, signalling mild improvement in the trade situation...

Prasenjit K. Basu

DXY Critical for Asia/EM FX

Chartonics FX webcast Sunday 11 September 2016Trading this weekTo view click on this link: http://www.screencast.com/t/MUfbG1tknl8 9:25 min.DXY...

Thomas Schroeder

Takeaways from ASEAN - Investment Opportunities

Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos. ASEAN is a critical component of SE Asian stability, partnership with...

David Riedel

FX Positioning Post NFP

Chartonics FX webcast Sunday 4 September 2016Post NFP positioningTo view click on this link: http://www.screencast.com/t/yCwOdPXY 10:36 min.DXY’s...

Thomas Schroeder

Questions from a Fintech Wannabe

A long-winded account from an ex-civil servant who is trying his hand at Fintech. I have been encouraged to share our journey and I also want to...

TAN Kok Keong