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.

Thematic (Sector/Industry)

China’s wage has been increasing and is now higher than some of its peers. This means operating in China involves paying more in wages, which can cause the profit margin to narrow. An important question for businesses is if they can save by moving or planning future expansions in countries where wages are still below China. This article explores the implication of China’s rising wage rates for business organisations and forms a part of our upcoming briefing titled Facilitating Trade.

China’s wage has been increasing and is now higher than some of its peers. This means operating in China involves paying more in wages, which can cause the profit margin to narrow. An important question for businesses is if they can save by moving or planning future expansions in countries where wages are still below China. This article explores the implication of China’s rising wage rates for business organisations and forms a part of our upcoming briefing titled Facilitating Trade.

China Still Lucrative for Businesses Despite the Rising Wage Rates

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Equity Bottom-Up

Value investing legend Warren Buffett's <a href="https://www.smartkarma.com/entities/1044" target="_blank" data-smartkarma-citation="entities:1044:1">Berkshire Hathaway Inc Cl A (A US)</a> surprised the investment community when the company revealed new investments in US airlines last November. Observers were even more surprised when a February filing revealed that Buffett had increased the company's airline investments during Q4 (despite Buffett's past criticisms of the industry). Why did Warren Buffett begin buying US airlines last year, after decades of avoiding the industry (and advising other investors to do the same)? And what, if anything, can we learn if we attempt to apply Buffett's investment rationale to China's state-owned airlines?

Value investing legend Warren Buffett's Berkshire Hathaway Inc Cl A (A US) surprised the investment community when the company revealed new investments in US airlines last November. Observers were even more surprised when a February filing revealed that Buffett had increased the company's airline investments during Q4 (despite Buffett's past criticisms of the industry). Why did Warren Buffett begin buying US airlines last year, after decades of avoiding the industry (and advising other investors to do the same)? And what, if anything, can we learn if we attempt to apply Buffett's investment rationale to China's state-owned airlines?

Viewing Chinese Airlines Through Warren Buffett's Eyes (Seriously!)

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

For those with the time and inclination, I have provided links to the Work Report (given by the Premier), the NDRC Draft Plan for National Economic and Social Development, and the Ministry of Finance Budget Report (previous year and plan for current year)  provided for Deputies to vote upon at the "Two Sessions" meetings of the National People's Congress (since 2000).Often, reading these reports is a somniferous affair. But they can hint at slight changes in priorities.I expect we will see much…

For those with the time and inclination, I have provided links to the Work Report (given by the Premier), the NDRC Draft Plan for National Economic and Social Development, and the Ministry of Finance Budget Report (previous year and plan for current year)  provided for Deputies to vote upon at the "Two Sessions" meetings of the National People's Congress (since 2000).Often, reading these reports is a somniferous affair. But they can hint at slight changes in priorities.I expect we will see much…

NPC17: National People's Congress Reports

Equity Research Analyst, Maritime sector, Drewry Maritime Financial Research

Ankush Kathuria CFA, FRM

Equity Research Analyst, Maritime sector

Maritime Sector, Equity & Credit Research

Drewry Maritime Financial Research

With no ties to other players in the shipping, finance or banking world, we provide a uniquely impartial view of the markets and companies we cover. Our parent organization, Drewry is a leading independent provider of research services to the maritime and shipping industry, employing over 100 professionals across an international network of offices in London, Delhi, Singapore and Shanghai. Combining our market-leading resources with seasoned sector expertise DFRS offers a highly differentiated and comprehensive range of investment and financial research services to lenders and prospective investors in publicly listed maritime and shipping companies. The full service of reports, supporting resources and sector orientated webinars provides our clients with the most complete picture of the organisations under coverage as is possible. We have been charting and analysing the world’s maritime markets for more than 40 years. This unrivalled intelligence and understanding provides the foundation of our research service. Our analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight and research data available today. We look at globally listed companies within the following sectors: Port Operators, Container Shipping, Container Manufacturing & Leasing, LNG Shipping, Dry Bulk Shipping and Tanker Shipping. Combine in-depth sector expertise with financial analysis focusing on over 50 stocks globally.

DFRS Port Operators - Signs of recovery ?Full-year growth at sample ports in most world regions was modest in 2016, averaging just over 2% globally, but the fourth quarter showed a marked uptick almost across the board, suggesting signs of a recovery. North America and Southeast Asia led the way, with sample ports growing on average by around 7% in the quarter, and major transhipment hubs worldwide also saw the benefit.<ul><li>
Strong growth in fourth-quarter 2016 was observed in a number of transhipment…</li></ul>

DFRS Port Operators - Signs of recovery ?Full-year growth at sample ports in most world regions was modest in 2016, averaging just over 2% globally, but the fourth quarter showed a marked uptick almost across the board, suggesting signs of a recovery. North America and Southeast Asia led the way, with sample ports growing on average by around 7% in the quarter, and major transhipment hubs worldwide also saw the benefit.
Strong growth in fourth-quarter 2016 was observed in a number of transhipment…

DFRS Port Operators - Signs of Recovery ?

Founder, Supreme Peoples Court Monitor

Susan Finder

Founder

Supreme Peoples Court Monitor

About a year and a half ago, many of the major business media (<a href="https://www.ft.com/content/f4edabe4-d36e-11e4-a792-00144feab7de" target="_blank">Financial Times</a>, <a href="http://blogs.wsj.com/chinarealtime/2015/12/17/awash-in-duds-chinas-bad-banks-are-looking-good/" target="_blank">Wall Street Journal</a>, and <a href="http://blogs.wsj.com/chinarealtime/2015/12/17/awash-in-duds-chinas-bad-banks-are-looking-good/" target="_blank">Bloomberg</a>) reported on the sale of Chinese distressed assets on Taobao and other Chinese online platforms.  This note provides a quick look at what a search of Taobao turns up.From this <a href="https://zc-paimai.taobao.com/zc/npl.htm?spm=a219w.7976194.237368.4.jgJsfL" target="_blank">page</a> (asset exchange, distressed assets):<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/021/514/original/Screen%20Shot%202017-02-25%20at%209.00.13%20AM.png?1487984504" class="editor-image img-responsive" data-smartkarma-image-id="21514"></figure>the diligent person can review the type of assets being auctioned: real estate, creditors rights, intellectual property rights, and then further drill down on the…

About a year and a half ago, many of the major business media (Financial Times, Wall Street Journal, and Bloomberg) reported on the sale of Chinese distressed assets on Taobao and other Chinese online platforms.  This note provides a quick look at what a search of Taobao turns up.From this page (asset exchange, distressed assets):the diligent person can review the type of assets being auctioned: real estate, creditors rights, intellectual property rights, and then further drill down on the…

China

China Southern Airlines Company Limited provides commercial airline services throughout China, Southeast Asia and other parts of the world.  The Company also provides other airline related services including aircraft maintenance and air catering.

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China Southern Airlines (1055 HK)

China Still Lucrative for Businesses Despite the Rising Wage Rates

China’s wage has been increasing and is now higher than some of its peers. This means operating in China involves paying more in wages, which can...

Euromonitor International Ltd.

Viewing Chinese Airlines Through Warren Buffett's Eyes (Seriously!)

Value investing legend Warren Buffett's Berkshire Hathaway Inc Cl A (A US) surprised the investment community when the company revealed new...

Daniel Hellberg

NPC17: National People's Congress Reports

For those with the time and inclination, I have provided links to the Work Report (given by the Premier), the NDRC Draft Plan for National Economic...

Travis Lundy

DFRS Port Operators - Signs of Recovery ?

DFRS Port Operators - Signs of recovery ?Full-year growth at sample ports in most world regions was modest in 2016, averaging just over 2%...

Drewry Maritime Financial Research

China Distressed Assets on Taobao

About a year and a half ago, many of the major business media (Financial Times, Wall Street Journal, and Bloomberg) reported on the sale of Chinese...

Susan Finder

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