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)

Many of China's SOEs are on what the IMF calls 'life support'. China's leadership knows this and is gearing up for a major round of redundancies. Despite the party rhetoric of holding on to the commanding heights of the economy, the remaining 30 million or so SOE employees could be reduced by as much as half.

Many of China's SOEs are on what the IMF calls 'life support'. China's leadership knows this and is gearing up for a major round of redundancies. Despite the party rhetoric of holding on to the commanding heights of the economy, the remaining 30 million or so SOE employees could be reduced by as much as half.

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

The storms in the South China Sea continue to rage on.<ul>
<li>
Indonesia standing up to China: President Jokowi visited the Natuna Islands on board the same navy warship that had recently clashed with Chinese fishing vessels. He held a Cabinet meeting on board the vessel as well.</li>
<li>
The Philippines’ stance is less clear: President-elect Duterte, who has been less supportive of the country’s military alliance with the US, queried the US Ambassador on the extent of US support for the Philippines in case of a…</li>
</ul>

The storms in the South China Sea continue to rage on.

Indonesia standing up to China: President Jokowi visited the Natuna Islands on board the same navy warship that had recently clashed with Chinese fishing vessels. He held a Cabinet meeting on board the vessel as well.

The Philippines’ stance is less clear: President-elect Duterte, who has been less supportive of the country’s military alliance with the US, queried the US Ambassador on the extent of US support for the Philippines in case of a…


China on Weaker Ground in the South China Sea

Figuring out how China's leadership functions has never been easy. Under President Xi there has been a clear attempt to centralize power, reimpose authority and to isolate political adversaries. Despite this, there are clear signs of strains within the leadership

Figuring out how China's leadership functions has never been easy. Under President Xi there has been a clear attempt to centralize power, reimpose authority and to isolate political adversaries. Despite this, there are clear signs of strains within the leadership

<ul><li>The global environment appears more and more threatening to Asian economies, with rising risks of currency market volatility in Asia. In this context, we see the credibility of central banks and how appropriately valued their currencies as crucial determinants of resilience in the face of potential shocks.</li><li>We examined inflation differentials to identify which currencies could be under threat and which would be relatively more robust.</li></ul>

The global environment appears more and more threatening to Asian economies, with rising risks of currency market volatility in Asia. In this context, we see the credibility of central banks and how appropriately valued their currencies as crucial determinants of resilience in the face of potential shocks.We examined inflation differentials to identify which currencies could be under threat and which would be relatively more robust.

Asian Currencies: What Inflation Differentials Show

Economist, Centennial Asia Advisors

Jason Tan

Economist

<ul>
<li>
Economic activity stabilising: Industrial production increased 6.0% y/y in May 16, unchanged from Apr 16. Retail sales moderated further on deceleration of housing-related sales, growing 10.0% y/y in May 16, slightly down from 10.1% in Apr 16.</li>
<li>
But weaker investment portends growing risks to growth: Fixed asset investment (FAI) decelerated to 9.6% y/y for Jan-May 16 from 10.5% in Jan-Apr 16. Of particular note was the even sharper weakening in domestic private investment, to only 3.9%. Foreign…</li>
</ul>



Economic activity stabilising: Industrial production increased 6.0% y/y in May 16, unchanged from Apr 16. Retail sales moderated further on deceleration of housing-related sales, growing 10.0% y/y in May 16, slightly down from 10.1% in Apr 16.

But weaker investment portends growing risks to growth: Fixed asset investment (FAI) decelerated to 9.6% y/y for Jan-May 16 from 10.5% in Jan-Apr 16. Of particular note was the even sharper weakening in domestic private investment, to only 3.9%. Foreign…


China: Overcapacity Continues to Plague Economy

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's SOEs Face Labor Shake-Out

Many of China's SOEs are on what the IMF calls 'life support'. China's leadership knows this and is gearing up for a major round of redundancies....

Bixmoor

China on Weaker Ground in the South China Sea

The storms in the South China Sea continue to rage on. Indonesia standing up to China: President Jokowi visited the Natuna Islands on board the...

Manu Bhaskaran

Changes in China's Governance

Figuring out how China's leadership functions has never been easy. Under President Xi there has been a clear attempt to centralize power, reimpose...

Bixmoor

Asian Currencies: What Inflation Differentials Show

The global environment appears more and more threatening to Asian economies, with rising risks of currency market volatility in Asia. In this...

Manu Bhaskaran

China: Overcapacity Continues to Plague Economy

Economic activity stabilising: Industrial production increased 6.0% y/y in May 16, unchanged from Apr 16. Retail sales moderated further on...

Jason Tan