Amareos

Ryan Shea

Thematic (Sector/Industry)

<h2>Summary</h2>Macron’s win in the first round of the French presidential election was the baseline scenario for most investors. Despite the lack of a “surprise”, global asset markets rallied smartly on the result illustrating the inadequacy of consensus or median market expectations to understand financial market dynamics. Even though Macron still has to beat Le Pen in the second round vote on May 7, the polls strongly point to his victory – an outcome fully consistent with the post-vote signals from…

SummaryMacron’s win in the first round of the French presidential election was the baseline scenario for most investors. Despite the lack of a “surprise”, global asset markets rallied smartly on the result illustrating the inadequacy of consensus or median market expectations to understand financial market dynamics. Even though Macron still has to beat Le Pen in the second round vote on May 7, the polls strongly point to his victory – an outcome fully consistent with the post-vote signals from…

The Market Sentimentalist: Celebrate With Caution

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.

Macroeconomics

Years behind schedule, billions of dollars over-budget and subject to potentially deadly engineering failures, the Taishan nuclear plant could be disastrous for the 50 million Chinese and Hong Kong citizens who live nearby.

Years behind schedule, billions of dollars over-budget and subject to potentially deadly engineering failures, the Taishan nuclear plant could be disastrous for the 50 million Chinese and Hong Kong citizens who live nearby.

How Safe in China's Taishan Nuclear Power Plant?

Founder-CEO & Chief Analyst, Real Estate Foresight

Robert Ciemniak

Founder-CEO & Chief Analyst

Real Estate Foresight

Since 2012, REF has been helping investors with market research, project due diligence, and strategy development. This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities. The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used in REF analytics and reports.

Predictive Analytics for China Property

New data from China's National Bureau of Statistics (NBS) for February for 70 major cities and calculations of the aggregate show a further gradual deceleration in price growth overall on a year-on-year basis from +12.2% in January to +11.8% in February, though the month-on-month growth actually picked up from +0.2% to +0.3%.Top risers on a 12-month basis now show some of the more significant declines on the month-on-month basis, while there are more cities with house prices rising.The biggest…

New data from China's National Bureau of Statistics (NBS) for February for 70 major cities and calculations of the aggregate show a further gradual deceleration in price growth overall on a year-on-year basis from +12.2% in January to +11.8% in February, though the month-on-month growth actually picked up from +0.2% to +0.3%.Top risers on a 12-month basis now show some of the more significant declines on the month-on-month basis, while there are more cities with house prices rising.The biggest…

China Property: What's Going On With House Prices... Based On The Latest NBS Data

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.

According to our Euromonitor, falling birth rates and increasing death rates mean that population growth in China will continue to slow over the long term. At the same time the country will age rapidly, as the population aged 65+ will increase at the fastest pace through to 2030 while the population of working age (15-64) will decline in both absolute terms and as a share of total population. In 2030, China’s median age is expected to reach 42.0 years, compared to the Asia Pacific regional…

According to our Euromonitor, falling birth rates and increasing death rates mean that population growth in China will continue to slow over the long term. At the same time the country will age rapidly, as the population aged 65+ will increase at the fastest pace through to 2030 while the population of working age (15-64) will decline in both absolute terms and as a share of total population. In 2030, China’s median age is expected to reach 42.0 years, compared to the Asia Pacific regional…

China's Population Will Experience Slowing Growth and Rapid Ageing

Economist, Centennial Asia Advisors

Jason Tan

Economist

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

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<li>
Economy humming along fine: China’s industrial production increased 6.3% y/y in the combined months of Jan-Feb 17, up from 6.0% in Dec 16. Fixed-asset investment (FAI) started off strong in 2017, increasing 8.9% y/y in Jan-Feb 17, up from 8.1% in Dec 16. Particularly noteworthy was the sharp uptick in private investment which increased 6.7% in Jan-Feb, up from 3.2% in Dec 16.</li>
<li>
But the drivers of growth are not encouraging: Growth is not being driven by consumption as hoped - retail sales, dragged…</li>
</ul>



Economy humming along fine: China’s industrial production increased 6.3% y/y in the combined months of Jan-Feb 17, up from 6.0% in Dec 16. Fixed-asset investment (FAI) started off strong in 2017, increasing 8.9% y/y in Jan-Feb 17, up from 8.1% in Dec 16. Particularly noteworthy was the sharp uptick in private investment which increased 6.7% in Jan-Feb, up from 3.2% in Dec 16.

But the drivers of growth are not encouraging: Growth is not being driven by consumption as hoped - retail sales, dragged…


China

CSOP FTSE China A50 ETF is an exchange-traded fund incorporated in Hong Kong. The Fund seeks to track the performance of the FTSE China A50 Index. The Fund invests most of its total assets in the equities of member companies of the FTSE China A50 Index. This is a RQFII fund.

CSOP FTSE China A50 (82822 HK)

The Market Sentimentalist: Celebrate With Caution

SummaryMacron’s win in the first round of the French presidential election was the baseline scenario for most investors. Despite the lack of a...

Amareos

How Safe in China's Taishan Nuclear Power Plant?

Years behind schedule, billions of dollars over-budget and subject to potentially deadly engineering failures, the Taishan nuclear plant could be...

Bixmoor

China Property: What's Going On With House Prices... Based On The Latest NBS Data

New data from China's National Bureau of Statistics (NBS) for February for 70 major cities and calculations of the aggregate show a further gradual...

Robert Ciemniak

China's Population Will Experience Slowing Growth and Rapid Ageing

According to our Euromonitor, falling birth rates and increasing death rates mean that population growth in China will continue to slow over the...

Euromonitor International Ltd.

China: Upside Surprise in the Works

Economy humming along fine: China’s industrial production increased 6.3% y/y in the combined months of Jan-Feb 17, up from 6.0% in Dec 16....

Jason Tan