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

Thematic (Sector/Industry)

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

<ul>
<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…


Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

The influence of demography is often imperceptible quarter to quarter or year to year. But over the long term it can prove decisive. For much of China's past 30 years, demography aided extraordinary growth and supported an increasingly investment-heavy economic model. In the next 10 years, demographic change will drag on growth rather than drive it, and radically reshape China's economy. The seemingly limitless supply of "surplus" rural labor, which fueled rapid urbanization and productivity gains, will begin to dry up. The working-age population, after expanding by over 400 million in the past 30 years, will contract, just as the senior population surges. China's unusually high support ratio—the number of working-age adults for each child and senior—will fall, draining the pool of savings that funds outsize investment outlays, but stabilizing consumption growth as the overall economy slows. Recent efforts to address looming demographic challenges by boosting fertility will prove too little, too late.Lead authors: Daniel Rohr and Chok Wai Lee

The influence of demography is often imperceptible quarter to quarter or year to year. But over the long term it can prove decisive. For much of China's past 30 years, demography aided extraordinary growth and supported an increasingly investment-heavy economic model. In the next 10 years, demographic change will drag on growth rather than drive it, and radically reshape China's economy. The seemingly limitless supply of "surplus" rural labor, which fueled rapid urbanization and productivity gains, will begin to dry up. The working-age population, after expanding by over 400 million in the past 30 years, will contract, just as the senior population surges. China's unusually high support ratio—the number of working-age adults for each child and senior—will fall, draining the pool of savings that funds outsize investment outlays, but stabilizing consumption growth as the overall economy slows. Recent efforts to address looming demographic challenges by boosting fertility will prove too little, too late.Lead authors: Daniel Rohr and Chok Wai Lee

The Next 10 Years: Demographic Trend Reversals Will Reduce Growth and Reshape the Economy

Public Relations and Social Media Manager, Dechert LLP

Peggy Heffner

Public Relations and Social Media Manager

Dechert is a global specialist law firm

Dechert LLP

Dechert is a global specialist law firm.
Focused on sectors with the greatest complexities, legal intricacies and highest regulatory demands, we excel in delivering practical commercial judgment and deep legal expertise for high-stakes matters.

Our work is widely recognized. We have 20 standout practices noted by Chambers Global, including global-wide rankings for arbitration, corporate investigations, anti-corruption, investment funds and life sciences. Named Antitrust Team of the Year, Chambers USA commends our “accomplished group” as “routinely sought after to handle some of the most significant litigation and transactions in the antitrust world.” 

In an increasingly challenging environment, clients look to us to serve them in ways that are faster, sharper and leaner without compromising excellence. We developed a first-of-its kind legal project management department, which uses technology, people and processes to drive efficiency and deliver value for our clients.

We are innovators. Dechert ranked #7 in the Financial Times’ Top North American Innovative Law Firms. Financial Times also recognizes us among the Top European Innovative Law Firms and highly commends World Compass, our marketing compliance service, which offers investment firms advice in more than 100 jurisdictions.

China has announced the launch of a new initiative that is likely to liberalize the process for foreign investors to invest in the China bond market. As the third largest bond market in the world, this could be a significant boost to international investors wanting access to the Mainland China debt market.<div class="content-highlight">On 15 March 2017, following the fifth annual meeting of the 12th National People' Congress, Premier Li Keqiang announced the intention to launch a bond trading link between China and Hong Kong…</div>

China has announced the launch of a new initiative that is likely to liberalize the process for foreign investors to invest in the China bond market. As the third largest bond market in the world, this could be a significant boost to international investors wanting access to the Mainland China debt market.On 15 March 2017, following the fifth annual meeting of the 12th National People' Congress, Premier Li Keqiang announced the intention to launch a bond trading link between China and Hong Kong…

China-Hong Kong Bond Connect on Its Way. A Legal Update from Dechert's Financial Services Group

China

iShares MSCI China ETF is an exchange-traded fund incorporated in the USA. The ETF seeks to track the performance of the MSCI China Index. The Index is a free float adjusted market cap weighted index designed to measure the performance of equity securities in the top 85% in market cap of Chinese equity markets, as represented by the A-Shares, H-Shares, B-Shares, Red Chips, & P-Chips.

iShares MSCI China ETF (MCHI US)

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

The Next 10 Years: Demographic Trend Reversals Will Reduce Growth and Reshape the Economy

The influence of demography is often imperceptible quarter to quarter or year to year. But over the long term it can prove decisive. For much of...

Morningstar, Inc.

China-Hong Kong Bond Connect on Its Way. A Legal Update from Dechert's Financial Services Group

China has announced the launch of a new initiative that is likely to liberalize the process for foreign investors to invest in the China bond...

Dechert LLP