Founder and Strategist, Entext Economics & Strategy

Sean Maher

Founder and Strategist

Entext Economics & Strategy

Entext provides institutional investors with distinctive, actionable asset allocation and thematic research, which typically challenges the market consensus. Our clients range from credit, equity and multi-asset hedge and pension funds to family offices and sovereign funds. 
 
We focus on identifying key inflection points in macro data and relative asset performance amid the 'groupthink'  and confirmation bias that characterizes most investment bank analysis.

Macro Driven Investment Insight

Thematic (Sector/Industry)

·  A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly – energy and materials have been the best performing MSCI sectors.·  The global economy is starting the year on a strong cyclical footing, with EM factory PMIs accelerating ex India and Brazil, while both Europe and the US have seen momentum build further.·  A key risk is the fallout from an attempt by the new US administration to close the merchandise trade deficit which has…

·  A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly – energy and materials have been the best performing MSCI sectors.·  The global economy is starting the year on a strong cyclical footing, with EM factory PMIs accelerating ex India and Brazil, while both Europe and the US have seen momentum build further.·  A key risk is the fallout from an attempt by the new US administration to close the merchandise trade deficit which has…

US Policy Focus Shifts to Closing Trade Deficit…

Information Technology Consultant

Ishita Jain

While much has been written about blockchain and its applications in the financial services industry, one emerging trend is the use of blockchain for provenance. Provenance has become increasingly important in today's world as regulators, governments, citizens and non-governmental organizations demand transparency regarding trades, commodities, funds and meat. Increasingly, there is a demand to know the source of the entity at hand and blockchain, due to its very nature, has found itself well…

While much has been written about blockchain and its applications in the financial services industry, one emerging trend is the use of blockchain for provenance. Provenance has become increasingly important in today's world as regulators, governments, citizens and non-governmental organizations demand transparency regarding trades, commodities, funds and meat. Increasingly, there is a demand to know the source of the entity at hand and blockchain, due to its very nature, has found itself well…

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.

This June China’s TaihuLight replaced its Tianhe-2 as the world’s fastest supercomputer. The new leader outperforms the latter “<a href="https://www.top500.org/news/china-tops-supercomputer-rankings-with-new-93-petaflop-machine/" target="_blank">by a factor of three</a>”. Specialist media say that the new machine "is <a href="http://www.theverge.com/2016/6/20/11975356/chinese-supercomputer-worlds-fastes-taihulight" target="_blank">capable of performing some 93 quadrillion calculations per second"</a> (otherwise known as petaflops), making it roughly five times more powerful than the speediest American system, which is now ranked third worldwide. that makes it about as powerful as two million laptop computers.Such is the power of the…

This June China’s TaihuLight replaced its Tianhe-2 as the world’s fastest supercomputer. The new leader outperforms the latter “by a factor of three”. Specialist media say that the new machine "is capable of performing some 93 quadrillion calculations per second" (otherwise known as petaflops), making it roughly five times more powerful than the speediest American system, which is now ranked third worldwide. that makes it about as powerful as two million laptop computers.Such is the power of the…

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.

Equity Bottom-Up

<ul>
<li>BIDU is currently down 12% YTD underperforming the Hang Seng which is virtually flat.</li>
<li>As the leading search engine company in China Baidu faces a unique set of challenges including the risk of searches resulting in false information.</li>
<li>One major hurdle in 2016 which Earlier this year a student died after seeking treatment for a rare cancer through an Internet search. He died after an expensive, unproven and ineffective treatment. Chinese regulators investigated Baidu as being culpable for the false…</li>
</ul>


BIDU is currently down 12% YTD underperforming the Hang Seng which is virtually flat.
As the leading search engine company in China Baidu faces a unique set of challenges including the risk of searches resulting in false information.
One major hurdle in 2016 which Earlier this year a student died after seeking treatment for a rare cancer through an Internet search. He died after an expensive, unproven and ineffective treatment. Chinese regulators investigated Baidu as being culpable for the false…


BIDU - Review of a Tough 2016 - Outlook for 2017

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Asia Pacific is at a crucial juncture in its digital development. The vast diverse region has always been technologically segregated and will continue to be so over the next five years. But, rapid advancement in technology globally has meant a vast number of Asian consumers now have the means to enjoy a digitally connected future, which can have a direct impact on their economic well-being.

Asia Pacific is at a crucial juncture in its digital development. The vast diverse region has always been technologically segregated and will continue to be so over the next five years. But, rapid advancement in technology globally has meant a vast number of Asian consumers now have the means to enjoy a digitally connected future, which can have a direct impact on their economic well-being.

Mobile Data to Address Asia Pacific's Digital Divide

China

Baidu, Inc. operates an Internet search engine. The Company offers algorithmic search, enterprise search, news, MP3, and image searches, voice assistance, online storage, and navigation services. Baidu serves clients globally.

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Baidu (BIDU US)

US Policy Focus Shifts to Closing Trade Deficit…

· A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly – energy and materials have...

Sean Maher

Blockchain & Provenance

While much has been written about blockchain and its applications in the financial services industry, one emerging trend is the use of blockchain...

Ishita Jain

China Keeps Its Lead in Supercomputing

This June China’s TaihuLight replaced its Tianhe-2 as the world’s fastest supercomputer. The new leader outperforms the latter “by a factor of...

Bixmoor

BIDU - Review of a Tough 2016 - Outlook for 2017

BIDU is currently down 12% YTD underperforming the Hang Seng which is virtually flat. As the leading search engine company in China Baidu faces a...

David Riedel

Mobile Data to Address Asia Pacific's Digital Divide

Asia Pacific is at a crucial juncture in its digital development. The vast diverse region has always been technologically segregated and will...

Euromonitor International Ltd.

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