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:

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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.

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Thematic (Sector/Industry)

Consumer sentiment in China rebounded in September after weakness in August when sentiment was dampened by massive flooding.In this month's analysis of the MNI China Consumer Sentiment Indicator we focus on our China Drag/Pull indicator which measures the extent to which China is acting as a negative 'drag' on the global economy or as a positive 'pull' on the economy.The indicator shows that international investor sentiment is undergoing a paradigm shift.This has the potential to dramatically…

Consumer sentiment in China rebounded in September after weakness in August when sentiment was dampened by massive flooding.In this month's analysis of the MNI China Consumer Sentiment Indicator we focus on our China Drag/Pull indicator which measures the extent to which China is acting as a negative 'drag' on the global economy or as a positive 'pull' on the economy.The indicator shows that international investor sentiment is undergoing a paradigm shift.This has the potential to dramatically…

International Investor Sentiment Towards China Set For Paradigm Shift

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.

China has a large budget for scientific research, a very large scientific community, large numbers of graduates and a massive population. Yet when it comes to commendable scientific research, it punches well below its weight.

China has a large budget for scientific research, a very large scientific community, large numbers of graduates and a massive population. Yet when it comes to commendable scientific research, it punches well below its weight. 

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

Macroeconomics

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Manufacturing stabilises: The Caixin Manufacturing PMI edged up to 50.4 in Sep 16 from 50.1 in August. Output and new orders expanded but restructuring efforts have led to further employment cuts.</li>
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China bears the brunt of rising protectionism: In Jan-Aug 2016, 20 countries launched 85 investigations into China's exports with a total value of USD10.3bn, a 94% y/y jump. In addition, the US launched 15 investigations into Chinese products under section 337 of the main US tariff law. The rising…</li>
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Manufacturing stabilises: The Caixin Manufacturing PMI edged up to 50.4 in Sep 16 from 50.1 in August. Output and new orders expanded but restructuring efforts have led to further employment cuts.

China bears the brunt of rising protectionism: In Jan-Aug 2016, 20 countries launched 85 investigations into China's exports with a total value of USD10.3bn, a 94% y/y jump. In addition, the US launched 15 investigations into Chinese products under section 337 of the main US tariff law. The rising…


China: Current Policy Tools May Not Be Enough

In September the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 115.2 , just under the threshold of 116 indicating consumers are in a state of panic. Recall, the plunge seen in the CSI seen during August was due to the panic caused by severe flooding across parts of China and did not reflect actual deterioration in the economy. This was indicated as the Current Index (reflecting how consumers are perceiving the current state of the economy) actually increased slightly in…

In September the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 115.2 , just under the threshold of 116 indicating consumers are in a state of panic. Recall, the plunge seen in the CSI seen during August was due to the panic caused by severe flooding across parts of China and did not reflect actual deterioration in the economy. This was indicated as the Current Index (reflecting how consumers are perceiving the current state of the economy) actually increased slightly in…

Consumer Sentiment in China Recovers in September As Panic from Massive Floods Begins to Dissipate

By allowing couples to have up to two children China hopes to reverse its likely population decline. But falling fertility and the pressures of urban living mean that existing policies are unlikely to deliver a baby boom.

By allowing couples to have up to two children China hopes to reverse its likely population decline. But falling fertility and the pressures of urban living mean that existing policies are unlikely to deliver a baby boom.

Falling Fertility Adds to China's Population Woes

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)

International Investor Sentiment Towards China Set For Paradigm Shift

Consumer sentiment in China rebounded in September after weakness in August when sentiment was dampened by massive flooding.In this month's...

David Riedel

China's Low Profile in Scientific Awards

China has a large budget for scientific research, a very large scientific community, large numbers of graduates and a massive population. Yet when...

Bixmoor

China: Current Policy Tools May Not Be Enough

Manufacturing stabilises: The Caixin Manufacturing PMI edged up to 50.4 in Sep 16 from 50.1 in August. Output and new orders expanded but...

Jason Tan

Consumer Sentiment in China Recovers in September As Panic from Massive Floods Begins to Dissipate

In September the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 115.2 , just under the threshold of 116 indicating consumers...

David Riedel

Falling Fertility Adds to China's Population Woes

By allowing couples to have up to two children China hopes to reverse its likely population decline. But falling fertility and the pressures of...

Bixmoor