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.

Thematic (Sector/Industry)

Until recently the grouping of Brazil, India, China, Russia - and later South Africa - under the rubric of BRICS seemed to make sense. Now, as early promise appears to have turned to economic slowdown, the categorization appears to be somewhat arbitrary.

Until recently the grouping of Brazil, India, China, Russia - and later South Africa - under the rubric of BRICS seemed to make sense. Now, as early promise appears to have turned to economic slowdown, the categorization appears to be somewhat arbitrary.

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.

Starting in early 2016 a number of key risks to the global economy began to improve, easing downside risks to the global economy.While Emerging Markets most exposed to these key risks have started to adjust for this development other major asset groups have not.In this Special Insights Report we outline a trade to take advantage of this anomaly.

Starting in early 2016 a number of key risks to the global economy began to improve, easing downside risks to the global economy.While Emerging Markets most exposed to these key risks have started to adjust for this development other major asset groups have not.In this Special Insights Report we outline a trade to take advantage of this anomaly.

Some Markets Have Priced in Easing Global Risks and Some Not Yet - How to Profit

In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we focus on:<ol><li class="p1">The recent impact the Brexit has had on the global economy,</li><li class="p1">Why the consensus view (that while the eurozone is proving resilient to the turmoil surrounding the Brexit the UK is already suffering greatly and is set to for further pain) is inconsistent with recent evidence in the GCSI</li><li class="p1">Highlight which markets and sectors globally can be expected to outperform through year end. </li></ol>

In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we focus on:The recent impact the Brexit has had on the global economy,Why the consensus view (that while the eurozone is proving resilient to the turmoil surrounding the Brexit the UK is already suffering greatly and is set to for further pain) is inconsistent with recent evidence in the GCSIHighlight which markets and sectors globally can be expected to outperform through year end. 

Why the Consensus Is Wrong on The UK - Strategy Through Year End

CEO, CIO, ClearMacro

Mike Simcock

CEO, CIO

Strategic & Tactical Asset Allocation Global Macro

ClearMacro

CIO, & CEO ClearMacro Ltd
An institutional investor with over 25 years experience, laterly having spent 10 years at GIC Singapore SWF. Managng Director, managing Global Macro, FIxed Income (Europe) and Global Credit businesses.
Passionate about utilising technology to enhance portfolio idea generation across global, multi-asset classes and optimisation of the investment process.

Macroeconomics

Fed watching 2.0Automated, systematic  analysis of central bank policy makers offers significant,  actionable insights as iIlustrated by Bank of Japan and the Bank of England with implications for the Yen and GBP.

Fed watching 2.0Automated, systematic  analysis of central bank policy makers offers significant,  actionable insights as iIlustrated by Bank of Japan and the Bank of England with implications for the Yen and GBP.   

Emerging Markets Move To Center StageBrexit has come and gone, bond yields around the world keep declining or moving more into negative territory and fears of an impending financial crisis are mounting. But the markets are not showing much of that fear. The major equities indexes are doing very well and global economic growth remains anemic but looks better than it has in quite a while.The low or non-existent yields for sovereign debt are worrisome but they have done nothing to destabilize the currency markets.Interestingly, the emerging markets have moved into center stage during the hunt for yields. They are the ones showing a decent return on investments.Country Specific Developments:China: CPI eases to 1.9% YoY in JuneMexico: Consumer Confidence jumps in JuneBrazil:  Retail Sales drop 9% in May

Emerging Markets Move To Center StageBrexit has come and gone, bond yields around the world keep declining or moving more into negative territory and fears of an impending financial crisis are mounting. But the markets are not showing much of that fear. The major equities indexes are doing very well and global economic growth remains anemic but looks better than it has in quite a while.The low or non-existent yields for sovereign debt are worrisome but they have done nothing to destabilize the currency markets.Interestingly, the emerging markets have moved into center stage during the hunt for yields. They are the ones showing a decent return on investments.Country Specific Developments:China: CPI eases to 1.9% YoY in JuneMexico: Consumer Confidence jumps in JuneBrazil:  Retail Sales drop 9% in May

RRG Macro Insights: Emerging Markets Move to Center Stage

Brazil

iShares MSCI Brazil Capped ETF is an exchange-traded fund in the USA. The ETF's objective is to provide investment results that correspond to the performance of the MSCI Brazil 25/50 Index.

iShares MSCI Brazil Capped ETF (EWZ US)

Whatever Happened to BRICS?

Until recently the grouping of Brazil, India, China, Russia - and later South Africa - under the rubric of BRICS seemed to make sense. Now, as...

Bixmoor

Some Markets Have Priced in Easing Global Risks and Some Not Yet - How to Profit

Starting in early 2016 a number of key risks to the global economy began to improve, easing downside risks to the global economy.While Emerging...

David Riedel

Why the Consensus Is Wrong on The UK - Strategy Through Year End

In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we focus on: The recent impact the Brexit has had on the global...

David Riedel

Fed Watching 2.0

Fed watching 2.0Automated, systematic analysis of central bank policy makers offers significant, actionable insights as iIlustrated by Bank of...

ClearMacro

RRG Macro Insights: Emerging Markets Move to Center Stage

Emerging Markets Move To Center StageBrexit has come and gone, bond yields around the world keep declining or moving more into negative territory...

David Riedel