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)

President Xi Jinping has proposed a new management system for environmental monitoring agencies. This is positive news, but these reforms will only work if there is also serious reform of the local legal system.

President Xi Jinping has proposed a new management system for environmental monitoring agencies. This is positive news, but these reforms will only work if there is also serious reform of the local legal system.

China Macroeconomics & Academia

Christopher Balding

Macroeconomics

China released its second quarter GDP and the numbers (like all Chinese data) provide more questions than answers.<div>Despite agreeing to the International Monetary Fund Special Data Dissemination Standards, there remain large discrepancies between the headline data and the industrial level granular data. Detecting the problems requires digging deep beneath the surface.</div>According to official Chinese data real output in the second quarter in the industrial sector grew 6 per cent in real terms and 2.9…

China released its second quarter GDP and the numbers (like all Chinese data) provide more questions than answers.Despite agreeing to the International Monetary Fund Special Data Dissemination Standards, there remain large discrepancies between the headline data and the industrial level granular data. Detecting the problems requires digging deep beneath the surface.According to official Chinese data real output in the second quarter in the industrial sector grew 6 per cent in real terms and 2.9…

Digging Beneath the Surface of Chinese GDP

Transport Sector, China and Asia-focused Research

Charles De Trenck

Oil symbolically broke $40 to the downside US time Monday, though many stocks last week stubbornly refused to read the tea leaves from the physical market continuing to break down.  <a href="https://www.smartkarma.com/entities/12491" target="_blank" data-smartkarma-citation="entities:12491:1">Freeport Mcmoran Inc (FCX US)</a>, for its part, was lucky and managed to announce a US$1.5bn common stock offering to continue delevering its B/S. But where does this commodities complex correction lead us from here? What is the most likely pattern to test for?I think we need to be ready for a test to the downside and…

Oil symbolically broke $40 to the downside US time Monday, though many stocks last week stubbornly refused to read the tea leaves from the physical market continuing to break down.  Freeport Mcmoran Inc (FCX US), for its part, was lucky and managed to announce a US$1.5bn common stock offering to continue delevering its B/S. But where does this commodities complex correction lead us from here? What is the most likely pattern to test for?I think we need to be ready for a test to the downside and…

Is The Commodities Complex Breaking Down All Over Again?

Asia focused research insights & advisory, Asia Advisors

Vinay Patel

Asia focused research insights & advisory

Asia Advisors

Asia Advisors is an independent financial advisory and research firm working closely with corporates and institutions to provide consulting solutions & research insights. We provide advisory services including capital solutions, business strategy and investment insights.
Firm is headed by Vinay Patel who has close to two decades of experience in research and business development at large, international investment banks such as HSBC and ICICI Securities. Led research efforts in areas of Macroeconomics, Asset Allocation & Investment Strategy for close to a decade in global & domestic research teams. As a business head in Singapore, advised top global investment management firms & Portfolio managers in Asia for India related investments.
Vinay was recently joined by Swapnil Manish, an investment banker and ex-ecommerce entrepreneur with more than 12 years of experience. Swapnil was the TMT banker at BNP Paribas and was part of several large M&A and ECM transactions (Bharti-Zain, Bharti Infratel IPO, Schneider-Zicom among several others). He's also had a stint as an ecommerce entrepreneur having launched & led Mumbai's first online grocery player.

Fullerton India Credit Company Ltd, a locally registered Non-Banking Finance Company (NBFC) owned by Temasek via Fullerton Singapore, plans to issue masala bonds to international investors in order to diversify its funding sources. Masala bonds are rupee denominated offshore bonds quite similar to dim sum bonds issued by Chinese companies. After HDFC, the largest mortgage lender in India, became the first company last week to successfully place a Masala Bond issue more companies are eyeing this…

Fullerton India Credit Company Ltd, a locally registered Non-Banking Finance Company (NBFC) owned by Temasek via Fullerton Singapore, plans to issue masala bonds to international investors in order to diversify its funding sources. Masala bonds are rupee denominated offshore bonds quite similar to dim sum bonds issued by Chinese companies. After HDFC, the largest mortgage lender in India, became the first company last week to successfully place a Masala Bond issue more companies are eyeing this…

Fullerton India to Issue Masala Bonds for Local Ops; Investors in Yield Hunt Chase Cos for Issuance

The last two quarters failed to produce sustained positive growth in the regulated highly leveraged Chinese economy with continued RMB depreciation. Still some sectors such as real estate and the manufacturing showed some promising positive results, implying that the Chinese economy will not face a hard landing.  The ongoing rapid expansion of credit driving activity though remains worrying especially given the stressed finances of Chinese industrials. Since last year PBOC started to diminish…

The last two quarters failed to produce sustained positive growth in the regulated highly leveraged Chinese economy with continued RMB depreciation. Still some sectors such as real estate and the manufacturing showed some promising positive results, implying that the Chinese economy will not face a hard landing.  The ongoing rapid expansion of credit driving activity though remains worrying especially given the stressed finances of Chinese industrials. Since last year PBOC started to diminish…

Chinese Industrial Revenue Up 1% YTD from 2015

China

Shanghai International Port (Group) Co., Ltd is a holding company that owns interests in container and port service companies.

Shanghai International Port Group (600018 CH)

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Shanghai International Port Group (600018 CH)

Improving China's Environment

President Xi Jinping has proposed a new management system for environmental monitoring agencies. This is positive news, but these reforms will only...

Bixmoor

Digging Beneath the Surface of Chinese GDP

China released its second quarter GDP and the numbers (like all Chinese data) provide more questions than answers.Despite agreeing to the...

Christopher Balding

Is The Commodities Complex Breaking Down All Over Again?

Oil symbolically broke $40 to the downside US time Monday, though many stocks last week stubbornly refused to read the tea leaves from the physical...

Charles De Trenck

Fullerton India to Issue Masala Bonds for Local Ops; Investors in Yield Hunt Chase Cos for Issuance

Fullerton India Credit Company Ltd, a locally registered Non-Banking Finance Company (NBFC) owned by Temasek via Fullerton Singapore, plans to...

Asia Advisors

Chinese Industrial Revenue Up 1% YTD from 2015

The last two quarters failed to produce sustained positive growth in the regulated highly leveraged Chinese economy with continued RMB...

Christopher Balding

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)