Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Thematic (Sector/Industry)

China Consumer discretionary / Thematic (Sector/Industry)

In June the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 115.9, just below the threshold level of 116 indicating consumers are in a state of panic. We continue to highlight our view that China’s economy is much stronger than depressed levels of Consumer Sentiment would suggest. We believe the Chinese government is aware of its recent confidence destabilizing policy moves and is focused on avoiding such moves in the near future, allowing consumers to pull out of a prolonged period of panic. Data collection for the MNI China Consumer Sentiment Survey ended by the June 23rd Brexit referendum. While it is not yet clear what impact the Brexit will have on the CSI it has the potential to adversely change the global economic outlook and the outlook for China. Over the next few weeks we will be monitoring the spillover effects of the Brexit carefully.

In June the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 115.9, just below the threshold level of 116 indicating consumers are in a state of panic.  We continue to highlight our view that China’s economy is much stronger than depressed levels of Consumer Sentiment would suggest. We believe the Chinese government is aware of its recent confidence destabilizing policy moves and is focused on avoiding such moves in the near future, allowing consumers to pull out of a prolonged period of panic.  Data collection for the MNI China Consumer Sentiment Survey ended by the June 23rd Brexit referendum. While it is not yet clear what impact the Brexit will have on the CSI it has the potential to adversely change the global economic outlook and the outlook for China.  Over the next few weeks we will be monitoring the spillover effects of the Brexit carefully.

Nanjing Xinjiekou Department S (600682 CH)

Beijing Yanjing Brewery Co, Ltd. (000729 CH)

Inner Mongolia Yili Industrial Group (A) (600887 CH)

Beijing Dabeinong Technology Grp (002385 CH)

China Shipbuilding Industry Group Power (600482 CH)

Shenzhen Agricultural Products Co, Ltd. (000061 CH)

Chinese Universe Publishing&Media (600373 CH)

Meinian Onehealth Healthcare H (002044 CH)

China Tourism Group Duty Free Corp Ltd (601888 CH)

Chongqing Changan Automobile Company (200625 CH)

Shenzhen Overseas Chinese (A) (000069 CH)

Beijing Gehua Catv Network Co, Ltd. (600037 CH)

Foshan Haitian Flavouring & Food (603288 CH)

Songcheng Performance Development (300144 CH)

Anhui Zhongding Sealing Parts Co, Ltd. (000887 CH)

Belle International Holdings (2129452D HK)

Sichuan Changhong Electric Co, Ltd. (600839 CH)

Henan Shuanghui Investment & Development (000895 CH)

Wens Foodstuff Group Co., Ltd. (300498 CH)

China Consumer Sentiment Rises in June as Panic Surrounding Slowing Economy Continues to Dissipate