Founder, Supreme Peoples Court Monitor

Susan Finder

Founder

Supreme Peoples Court Monitor

Thematic (Sector/Industry)

A senior judge of China's Zhejiang Province Higher People's Court gave a <a href="http://mp.weixin.qq.com/s?__biz=MjM5NjA3NDc5MA==&amp;mid=2654696679&amp;idx=1&amp;sn=de31519c793d3104b951aff8f5533d8a&amp;chksm=bd2110ae8a5699b82257b31d4423e80eb779f5de31303016012381e999a9c774bac4eaa2d167&amp;mpshare=1&amp;scene=5&amp;srcid=0123rxQfyxxt74qmE8hHGXcm#rd" target="_blank">status report</a> on civil and commercial litigation in his province, providing statistics as of the end of September, 2016. What he reported provides signals on the state of the economy there, a province critical to the Chinese economy.<h2>What is special about Zhejiang?</h2>Zhejiang is an important export base, accounting for about 12% of all Chinese exports in <a href="http://china-trade-research.hktdc.com/business-news/article/Facts-and-Figures/Zhejiang-Market-Profile/ff/en/1/1X000000/1X06BVYH.htm" target="_blank">2015</a>.  Many of the exporting companies are private and in 2015, private…

A senior judge of China's Zhejiang Province Higher People's Court gave a status report on civil and commercial litigation in his province, providing statistics as of the end of September, 2016. What he reported provides signals on the state of the economy there, a province critical to the Chinese economy.What is special about Zhejiang?Zhejiang is an important export base, accounting for about 12% of all Chinese exports in 2015.  Many of the exporting companies are private and in 2015, private…

Bad Debt Litigation in China's Export Base

Founder, Riedel Research

David Riedel

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.

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

Founder and Strategist, Entext Economics & Strategy

Sean Maher

Founder and Strategist

Entext Economics & Strategy

Entext provides institutional investors with distinctive, actionable asset allocation and thematic research, which typically challenges the market consensus. Our clients range from credit, equity and multi-asset hedge and pension funds to family offices and sovereign funds. 
 
We focus on identifying key inflection points in macro data and relative asset performance amid the 'groupthink'  and confirmation bias that characterizes most investment bank analysis.

Macro Driven Investment Insight

·  A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly – energy and materials have been the best performing MSCI sectors.·  The global economy is starting the year on a strong cyclical footing, with EM factory PMIs accelerating ex India and Brazil, while both Europe and the US have seen momentum build further.·  A key risk is the fallout from an attempt by the new US administration to close the merchandise trade deficit which has…

·  A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly – energy and materials have been the best performing MSCI sectors.·  The global economy is starting the year on a strong cyclical footing, with EM factory PMIs accelerating ex India and Brazil, while both Europe and the US have seen momentum build further.·  A key risk is the fallout from an attempt by the new US administration to close the merchandise trade deficit which has…

US Policy Focus Shifts to Closing Trade Deficit…

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)

China

Kweichow Moutai Co., Ltd. manufactures spirits.  The Company's spirit products are distilled from sorghum and wheat.  Kweichow Moutai markets its products worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Kweichow Moutai (600519 CH)

Bad Debt Litigation in China's Export Base

A senior judge of China's Zhejiang Province Higher People's Court gave a status report on civil and commercial litigation in his province,...

Susan Finder

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

US Policy Focus Shifts to Closing Trade Deficit…

· A year ago, the key issue to understand was that commodity markets were about to tighten and position accordingly – energy and materials have...

Sean Maher

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)