Chief Economist

Diana Choyleva

Enodo Economics

Enodo Economics is an independent macroeconomic forecasting company that untangles complexity, challenges the consensus, and makes sense of the future. Our focus is on China – one of the most misunderstood economies in the world, but one of the most important to figure out.  Enodo’s chief economist, Diana Choyleva, has been analysing China for almost 20 years, while Enodo’s team boasts a combined 140 years’ experience covering China’s economy, politics and markets. 

Macroeconomics

<h2><strong>China News That Matters</strong></h2>
<ul>
<li>Two to tango in Buenos Aires?</li>
<li>Equities slide; foreigners want in</li>
<li>Records fall yet consumer caution rises</li>
<li>Censors tighten grip amid tech boom</li>
</ul>
<div class="content-remarks">
<p>In my weekly digest China News That Matters, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and highlight why I think the news is significant. These posts are meant to neither be bullish nor bearish, but help you separate the signal from the noise.</p>
</div>

China News That Matters

Two to tango in Buenos Aires?
Equities slide; foreigners want in
Records fall yet consumer caution rises
Censors tighten grip amid tech boom


In my weekly digest China News That Matters, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and highlight why I think the news is significant. These posts are meant to neither be bullish nor bearish, but help you separate the signal from the noise.


Trade War/China Stocks/ Consumers & Singles’ Day/Tech Worries

Global Head of Research, Smartkarma

Mark Artherton

Global Head of Research

LR Research

Thematic (Sector/Industry)

<p><strong>In this Issue:</strong></p><p><strong>A lifetime supply of liquor, Proptech, the future of startups lies with big business, Turkey's very own auto brand, Codelco copper bull, seabed mining, Videsh risk, UAE email leak details financial war with Qatar, will big tech be more compliant with security services to head off regulatory threats, ECB articles on China. Unfortunately, the liquor is not on us!!</strong></p><div class="content-highlight"><p><strong>1.  <a href="https://www.smartkarma.com/entities/16029" target="_blank" data-smartkarma-citation="entities:16029:1">Naver Corp (035420 KS)</a> is playing politics by issuing negative statements about Google in Korea.</strong>  After appearing…</p></div>

In this Issue:A lifetime supply of liquor, Proptech, the future of startups lies with big business, Turkey's very own auto brand, Codelco copper bull, seabed mining, Videsh risk, UAE email leak details financial war with Qatar, will big tech be more compliant with security services to head off regulatory threats, ECB articles on China. Unfortunately, the liquor is not on us!!1.  Naver Corp (035420 KS) is playing politics by issuing negative statements about Google in Korea.  After appearing…

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

LVMH Moet Hennessy Louis Vuitton SE / Technical Analysis

LVMH Moet Hennessy Louis Vuitton SE (MC FP)

<p style="text-align: justify;">Like the rest of the world, Europe continues to exhibit bullish long-term technicals. And though lagging behind emerging markets and Japan, the region’s <em>price</em> patterns—namely, multi-year bases—point to further upside. Internally, cyclical sectors are leading (e.g. tech, materials, industrials, etc). Though, like in the U.S., retailers are lagging, with one exception: luxury names.</p><p style="text-align: justify;"> </p><p style="text-align: justify;">LVMH’s recent surprise beat on topline growth is reinvigorating the bullish luxury theme in Europe. Accordingly, we…</p>

Like the rest of the world, Europe continues to exhibit bullish long-term technicals. And though lagging behind emerging markets and Japan, the region’s price patterns—namely, multi-year bases—point to further upside. Internally, cyclical sectors are leading (e.g. tech, materials, industrials, etc). Though, like in the U.S., retailers are lagging, with one exception: luxury names. LVMH’s recent surprise beat on topline growth is reinvigorating the bullish luxury theme in Europe. Accordingly, we…

European Luxury Breakouts: LVMH & Burberry Group

MSCI Emerging Markets Index / Technical Analysis

<p>Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe, European luxury/apparel, UK homebuilders, EM chemicals, Japanese chemicals, and Japanese tech stocks.</p>

Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe, European luxury/apparel, UK homebuilders, EM chemicals, Japanese chemicals, and Japanese tech stocks.

Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan

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.

<h2>Headlines</h2><ul><li>Designer apparel and footwear (ready-to-wear) posts 2% value growth in 2016 to reach sales of JPY1,089.8 billion</li><li>Demand from the increasing number of foreign tourists remains relatively low compared to other luxury products</li><li>In 2016, women’s designer suits records the fastest growth at 7% in value terms</li><li>In 2015, global luxury brands continue to lead sales with Louis Vuitton ahead with a 12% category value share</li><li>Designer apparel and footwear (ready-to-wear) is expected to increase at a CAGR of 1% in value sales at constant 2016 prices over the forecast period to reach JPY1,171 billion in 2021</li></ul>

HeadlinesDesigner apparel and footwear (ready-to-wear) posts 2% value growth in 2016 to reach sales of JPY1,089.8 billionDemand from the increasing number of foreign tourists remains relatively low compared to other luxury productsIn 2016, women’s designer suits records the fastest growth at 7% in value termsIn 2015, global luxury brands continue to lead sales with Louis Vuitton ahead with a 12% category value shareDesigner apparel and footwear (ready-to-wear) is expected to increase at a CAGR of 1% in value sales at constant 2016 prices over the forecast period to reach JPY1,171 billion in 2021

Sector Capsule: Designer Apparel and Footwear (Ready-To-Wear) In Japan

United Kingdom

Burberry Group plc is a British luxury fashion house that designs, manufactures, retails, wholesales, and markets luxury goods. The company offers ready-to-wear apparel, including its iconic trench coats, leather accessories, footwear, fragrances, and beauty products. It was founded in 1856 by Thomas Burberry and is headquartered in London, England.

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Burberry (BRBY LN)

Trade War/China Stocks/ Consumers & Singles’ Day/Tech Worries

China News That Matters Two to tango in Buenos Aires? Equities slide; foreigners want in Records fall yet consumer caution rises Censors tighten...

Diana Choyleva

21 Things Worth Knowing (#12)

In this Issue:A lifetime supply of liquor, Proptech, the future of startups lies with big business, Turkey's very own auto brand, Codelco copper...

Mark Artherton

European Luxury Breakouts: LVMH & Burberry Group

Like the rest of the world, Europe continues to exhibit bullish long-term technicals. And though lagging behind emerging markets and Japan, the...

Vermilion Research

Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan

Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...

Vermilion Research

Sector Capsule: Designer Apparel and Footwear (Ready-To-Wear) In Japan

Headlines Designer apparel and footwear (ready-to-wear) posts 2% value growth in 2016 to reach sales of JPY1,089.8 billion Demand from the...

Euromonitor International Ltd.

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