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)

China's Communist Party, the largest such organization in the world, was founded in 1921. But recent celebrations omitted any mention of the founding members, whose politics was somewhat at variance with those of Mao and his successors.

China's Communist Party, the largest such organization in the world, was founded in 1921. But recent celebrations omitted any mention of the founding members, whose politics was somewhat at variance with those of Mao and his successors.

This is not such a simple topic as is sometimes suggested. Today, <a href="http://www.chinadaily.com.cn/china/2016-08/16/content_26491580.htm" target="_blank">China Daily exults</a> in China’s leap to 25th place in the world, up from 29th last year, according to the <a href="https://www.globalinnovationindex.org/" target="_blank">Global Innovation Index</a>, generated by INSEAD, the French business school.What is missed is that China was also 29th in 2007 but fell to 43rd in 2009/10 and again in 2011, but fell to 35th in 2013. These rankings are not a static stepladder up which one rises steadily. There are over 100 countries and they all want to make…

This is not such a simple topic as is sometimes suggested. Today, China Daily exults in China’s leap to 25th place in the world, up from 29th last year, according to the Global Innovation Index, generated by INSEAD, the French business school.What is missed is that China was also 29th in 2007 but fell to 43rd in 2009/10 and again in 2011, but fell to 35th in 2013. These rankings are not a static stepladder up which one rises steadily. There are over 100 countries and they all want to make…

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.

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

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

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

<ul><li>The recent slew of economic data reveals a stabilisation that remains on tenuous footing. Notably, FAI decelerated markedly, led by paltry growth in private investment.</li><li>Risks abound: Credit risks stemming from souring corporate loans and shadowy wealth management products need to be pared; inflation risks are mostly under control as core inflation creeps upwards to healthier levels; growth risks remain the most salient as structural reforms are needed for long-term sustainability.</li><li>Monetary policy will remain accommodative while fiscal stimulus will be stepped up. There will also be a need for concerted efforts to reduce overcapacity and deleveraging.</li></ul>

The recent slew of economic data reveals a stabilisation that remains on tenuous footing. Notably, FAI decelerated markedly, led by paltry growth in private investment.Risks abound: Credit risks stemming from souring corporate loans and shadowy wealth management products need to be pared; inflation risks are mostly under control as core inflation creeps upwards to healthier levels; growth risks remain the most salient as structural reforms are needed for long-term sustainability.Monetary policy will remain accommodative while fiscal stimulus will be stepped up. There will also be a need for concerted efforts to reduce overcapacity and deleveraging.

China: Economic Stabilisation Needs to Be Undergirded by Structural Reforms

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

iShares FTSE/Xinhua A50 China / Technical Analysis

Chartonics flash Monday 15 August 2016China afterburner<div>In today's weekly report we wrote "Shanghai composite is adding fuel with a bullish reversal that must clear 3,100 to reach for 3,160 and 3,220 targets."</div>We did clear 3,100 which adds fuel to our H shares perform/long bet. The successful test and rally off of back swing support is a structural positive. C wave projection comes in at 3,220, surpassing this target would suggest the rally is more impulsive and reach for 3,400-500. A failure near…

Chartonics flash Monday 15 August 2016China afterburnerIn today's weekly report we wrote "Shanghai composite is adding fuel with a bullish reversal that must clear 3,100 to reach for 3,160 and 3,220 targets."We did clear 3,100 which adds fuel to our H shares perform/long bet. The successful test and rally off of back swing support is a structural positive. C wave projection comes in at 3,220, surpassing this target would suggest the rally is more impulsive and reach for 3,400-500. A failure near…

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)

Amnesia over the Founding Fathers

China's Communist Party, the largest such organization in the world, was founded in 1921. But recent celebrations omitted any mention of the...

Bixmoor

China in the World Innovation Rankings

This is not such a simple topic as is sometimes suggested. Today, China Daily exults in China’s leap to 25th place in the world, up from 29th last...

Bixmoor

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

China: Economic Stabilisation Needs to Be Undergirded by Structural Reforms

The recent slew of economic data reveals a stabilisation that remains on tenuous footing. Notably, FAI decelerated markedly, led by paltry growth...

Manu Bhaskaran

Bullish China

Chartonics flash Monday 15 August 2016China afterburnerIn today's weekly report we wrote "Shanghai composite is adding fuel with a bullish reversal...

Thomas Schroeder