Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

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News from Caixin

Macroeconomics

<ul><li>Office leasing in Beijing plunged 21% in the first quarter from the fourth, according to real estate service provider CBRE Group Inc., signaling businesses’ reluctance to expand in a shaky post-pandemic economy.</li><li>The data reflect newly leased areas in prime office buildings. The number of deals signed to expand office space rental in Grade A office buildings in Beijing dropped 6% during the first three months from the last three months of 2022.</li><li>The average expansion area of office rental decreased from 1,700 square meters to 1,400 square meters on a quarter-to-quarter basis, data from CBRE showed.</li></ul>

Office leasing in Beijing plunged 21% in the first quarter from the fourth, according to real estate service provider CBRE Group Inc., signaling businesses’ reluctance to expand in a shaky post-pandemic economy.The data reflect newly leased areas in prime office buildings. The number of deals signed to expand office space rental in Grade A office buildings in Beijing dropped 6% during the first three months from the last three months of 2022.The average expansion area of office rental decreased from 1,700 square meters to 1,400 square meters on a quarter-to-quarter basis, data from CBRE showed.

Newly Leased Space in Beijing Prime Office Buildings Plunges 21%

Cross Asset Strategy

<ul><li>Legal /In Depth: Giving China’s death row inmates a second chance</li><li>China-New Zealand /: China-New Zealand ties will continue to ‘grow and mature,’ island nation’s top diplomat says</li><li>Stocks /: China’s newest stock exchange fails to recapture early momentum</li></ul>

Legal /In Depth: Giving China’s death row inmates a second chanceChina-New Zealand /: China-New Zealand ties will continue to ‘grow and mature,’ island nation’s top diplomat saysStocks /: China’s newest stock exchange fails to recapture early momentum

CX Daily: Giving China’s Death Row Inmates a Second Chance

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

US Treasury (10 Yr Generic) / Technical Analysis

<ul>
<li>Our bottom line is that we could not be bearish as long as the IWM is above $208, the IWC is above $134-$135, and the S&amp;P 500 is above 4495.</li>
<li>These support levels have held strong, and we are now seeing the aforementioned risk-off signals starting to abate.</li>
<li>This is an encouraging sign and we remain constructive as long as the above support levels hold.</li>
</ul>


Our bottom line is that we could not be bearish as long as the IWM is above $208, the IWC is above $134-$135, and the S&amp;P 500 is above 4495.
These support levels have held strong, and we are now seeing the aforementioned risk-off signals starting to abate.
This is an encouraging sign and we remain constructive as long as the above support levels hold.


Risk-Off Signals Abating; Cyclicals Reassert as Rates Rise; Buying Fertilizer and Copper Stocks

<p>While the S&amp;P 500 has hit marginal new highs, price action of the S&amp;P 500 and the price and RS of several Sectors/subsectors is similar to the periods leading up to the October 2018 and May 2019 breakdowns. We draw several similarities in today’s report, and we continue to believe upside is likely to be muted from here barring additional positive developments.</p>

While the S&amp;P 500 has hit marginal new highs, price action of the S&amp;P 500 and the price and RS of several Sectors/subsectors is similar to the periods leading up to the October 2018 and May 2019 breakdowns. We draw several similarities in today’s report, and we continue to believe upside is likely to be muted from here barring additional positive developments.

U.S. Equities: Mixed Signals Punctuate Muted Outlook

Diversified Industries

Avi Dalfen

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

We offer the best research for institutional investors by:

-Only publishing research from veteran analysts
-Eliminate the inherent conflicts of the traditional sell and buy side relationship
-Ensure our team is always accessible; collaboration with clients nurtures our collective success

Cross-Asset & Quantitative Research

Thematic (Sector/Industry)

<ul>
<li>New industry data this week, plus take-aways from  our latest discussions with company managements, all confirm that the likely trend in the industrial segment of the global real estate industry is for rental rates to rise.</li>
<li>The growth in e-commerce is continuing to accelerate globally. In some key market, this is "triggering a land grab for distribution space that experts say is accelerating".</li>
<li>Therefore, the increasing scarcity value of well situated industrial real estate in high demand markets is likely to continue to push up rental rates to higher and higher levels.</li>
<li>Given our expectation that fundamentals driving the growing demand for Last Mile Industrial real estate are likely to persist, we continue to expect this segment to outperform the broader Real Estate sector for the foreseeable future.</li>
</ul>


New industry data this week, plus take-aways from  our latest discussions with company managements, all confirm that the likely trend in the industrial segment of the global real estate industry is for rental rates to rise.
The growth in e-commerce is continuing to accelerate globally. In some key market, this is "triggering a land grab for distribution space that experts say is accelerating".
Therefore, the increasing scarcity value of well situated industrial real estate in high demand markets is likely to continue to push up rental rates to higher and higher levels.
Given our expectation that fundamentals driving the growing demand for Last Mile Industrial real estate are likely to persist, we continue to expect this segment to outperform the broader Real Estate sector for the foreseeable future.


Rental Rates for Last Mile Industrial Real Estate Poised to Move Higher in Most Key Global Markets

United States

CBRE Group, Inc. provides real estate services. The Company offers property management, valuation, real estate investment, and advisory services. CBRE Group operates offices, data centers, multi-family, hotels, gaming, and retail sectors. CBRE Group serves customers globally.

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CBRE Group (CBRE US)

Newly Leased Space in Beijing Prime Office Buildings Plunges 21%

Office leasing in Beijing plunged 21% in the first quarter from the fourth, according to real estate service provider CBRE Group Inc., signaling...

Caixin Global

CX Daily: Giving China’s Death Row Inmates a Second Chance

Legal /In Depth: Giving China’s death row inmates a second chance China-New Zealand /: China-New Zealand ties will continue to ‘grow and mature,’...

Caixin Global

Risk-Off Signals Abating; Cyclicals Reassert as Rates Rise; Buying Fertilizer and Copper Stocks

Risk-off signals are abating which is an encouraging sign. Charts Highlighted: IWM, IWC, JETS, BAM, CBRE, INVH, JLL, HHC, JOE, MMI, APTS, CTO, AMT,...

Vermilion Research

U.S. Equities: Mixed Signals Punctuate Muted Outlook

While the S&P 500 has hit marginal new highs, price action of the S&P 500 and the price and RS of several Sectors/subsectors is similar to...

Vermilion Research

Rental Rates for Last Mile Industrial Real Estate Poised to Move Higher in Most Key Global Markets

New industry data this week, plus take-aways from our latest discussions with company managements, all confirm that the likely trend in...

Avi Dalfen

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