Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Thematic (Sector/Industry)

GCSI Rises In December but Increased Polarization Predicts Volatility in 2017<ul><li class="li2">In December the RRG Global Consumer Sentiment Index (GCSI) increased slightly to a level of .53, up from .5 in November and above the average reading of 0.37 for the first 11 months of the year.</li></ul><ul>
<li class="li2">Upward momentum in the GCSI has been enough to offset concern about rising inflation and the uncertainty of the Trump presidency in the U.S. set to begin Jan 20th.</li>
<li class="li2">
US dollar strength since Trump’s election in November dampened…</li>
</ul>

GCSI Rises In December but Increased Polarization Predicts Volatility in 2017In December the RRG Global Consumer Sentiment Index (GCSI) increased slightly to a level of .53, up from .5 in November and above the average reading of 0.37 for the first 11 months of the year.
Upward momentum in the GCSI has been enough to offset concern about rising inflation and the uncertainty of the Trump presidency in the U.S. set to begin Jan 20th.

US dollar strength since Trump’s election in November dampened…


Global Consumer Sentiment Strong in Dec but Troubling Patterns Risk Volatility in 2017

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

<ul><li>Industrial production in China appears to be stabilizing above the 6.0% level</li><li>Impact of the economic and political policies of the incoming US administration as well as the impact of Brexit on China’s exports will need to be monitored</li><li>The RMB is likely to weaken as exports and economy slow and capital outflows continue</li></ul>

Industrial production in China appears to be stabilizing above the 6.0% levelImpact of the economic and political policies of the incoming US administration as well as the impact of Brexit on China’s exports will need to be monitoredThe RMB is likely to weaken as exports and economy slow and capital outflows continue

Asia Ex-J Consumer/ Transport analyst

Valerie Law, CFA

My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an app, Uber is new and great, but as a business model (matching people with cabs and car-pooling), this is an outdated concept in China. Hence, I’m not entirely surprised that the US company has failed to gain a foothold there.Here, I introduce a new mini-series about businesses, accounting, and investing practices within China experienced from the…

My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an app, Uber is new and great, but as a business model (matching people with cabs and car-pooling), this is an outdated concept in China. Hence, I’m not entirely surprised that the US company has failed to gain a foothold there.Here, I introduce a new mini-series about businesses, accounting, and investing practices within China experienced from the…

China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)

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.

Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)Over 2016-2021, China is still expected to be a leading country in terms of absolute volume growth in robotic vacuum cleaners in Asia Pacific, with volume growth of 1.6 million units, followed by Japan and Thailand. In Asia Pacific, there are various reasons driving the growth in these countries apart from the universal preference for convenience among global consumers. The growing trend towards purchasing via internet retailing in China, the increased number of working women in Japan, in addition to the preference to stay in condominiums nearby transportation systems are triggering the growth of robotic vacuum cleaners in Asia Pacific.

Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)Over 2016-2021, China is still expected to be a leading country in terms of absolute volume growth in robotic vacuum cleaners in Asia Pacific, with volume growth of 1.6 million units, followed by Japan and Thailand. In Asia Pacific, there are various reasons driving the growth in these countries apart from the universal preference for convenience among global consumers. The growing trend towards purchasing via internet retailing in China, the increased number of working women in Japan, in addition to the preference to stay in condominiums nearby transportation systems are triggering the growth of robotic vacuum cleaners in Asia Pacific.

Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)

Founder and CEO, Europacifica Consulting

Naomi Fink

Founder and CEO

Europacifica Consulting

In the first piece of the series <a href="https://www.smartkarma.com/insights/silk-roads-part-i-background" target="_blank" data-smartkarma-citation="insights:7042">Silk Roads Part I: Background</a> we outlined briefly the drivers behind China's "One Belt One Road" initiative which in our view remains an important complementary external pillar to China's ongoing domestic policy agenda, and thus a high-conviction longer-term investment theme. In the second piece in our Silk Roads series, we situate the OBOR bloc in terms of current liquid investment securities.OBOR markets already comprise 22% of world market capitalisation and are home to about 60% of cross-border investment capital resident in emerging market economies worldwide.  Of that 60%, 40% of this capital is resident in China. From an investment strategy standpoint, this shows that, while beneficiaries of the policy exist further afield than in China itself, there are merits in focusing on those Chinese names exposed to OBOR investments as the first port-of-call.

In the first piece of the series Silk Roads Part I: Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which in our view remains an important complementary external pillar to China's ongoing domestic policy agenda, and thus a high-conviction longer-term investment theme. In the second piece in our Silk Roads series, we situate the OBOR bloc in terms of current liquid investment securities.OBOR markets already comprise 22% of world market capitalisation and are home to about 60% of cross-border investment capital resident in emerging market economies worldwide.  Of that 60%, 40% of this capital is resident in China. From an investment strategy standpoint, this shows that, while beneficiaries of the policy exist further afield than in China itself, there are merits in focusing on those Chinese names exposed to OBOR investments as the first port-of-call. 

Silk Roads Part 2: Big (Emerging Market) OBOR Investors

China

Jiangsu Yanghe Brewery Joint-Stock Company Ltd. manufactures spirits. The Company's products include white spirits, top-graded gifts liquor, and liquor for daily consumption.

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Jiangsu Yanghe Brewery A (002304 CH)

Global Consumer Sentiment Strong in Dec but Troubling Patterns Risk Volatility in 2017

GCSI Rises In December but Increased Polarization Predicts Volatility in 2017In December the RRG Global Consumer Sentiment Index (GCSI) increased...

David Riedel

Marketnomix Insight: China

Industrial production in China appears to be stabilizing above the 6.0% level Impact of the economic and political policies of the incoming US...

Rajan Govil

China Business Observations: Why Uber "Failed" And Humans Are a Commodity (Episode 1)

My theory is that Uber failed in China not because its technology is not advanced. Rather, it failed because it entered a saturated market. As an...

Valerie Law, CFA

Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)

Change in Consumer Lifestyles in Asia Pacific Triggers Volume in Robotic Vacuum Cleaners (Part 1)Over 2016-2021, China is still expected to be a...

Euromonitor International Ltd.

Silk Roads Part 2: Big (Emerging Market) OBOR Investors

In the first piece of the series Silk Roads Part I: Background we outlined briefly the drivers behind China's "One Belt One Road" initiative which...

Naomi Fink

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