Founder-CEO & Chief Analyst, Real Estate Foresight

Robert Ciemniak

Founder-CEO & Chief Analyst

Real Estate Foresight

Since 2012, REF has been helping investors with market research, project due diligence, and strategy development. This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities. The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used in REF analytics and reports.

Predictive Analytics for China Property

Thematic (Sector/Industry)

For all the macroeconomic concerns about the oversupply of housing in China and government’s push for supply-side reforms, the data on 13 major cities in China suggests fastest pace of inventory clearing for those cities in at least 5 years, driven by strong sales volume growth but also by lower land sales and new starts in several major cities.

For all the macroeconomic concerns about the oversupply of housing in China and government’s push for supply-side reforms, the data on 13 major cities in China suggests fastest pace of inventory clearing for those cities in at least 5 years, driven by strong sales volume growth but also by lower land sales and new starts in several major cities.

China Property: What Oversupply? Assessing Inventory Clearing Situation In Major 13 Cities

China Macroeconomics & Academia

Christopher Balding

Macroeconomics

July Pre PMI ReportAfter a hot start this year the Chinese economy has plateaued and appeared to enter a slow downward trend with no sign of returning to strong growth. The start of the third quarter can be termed as disappointing as the key industries have also stated to show the effects of broader slowdown.  Key industries linked to real estate that showed a bullish trend in previous months seem to be reverting to uncertainty or non-existent growth. The steel industry of China, which also…

July Pre PMI ReportAfter a hot start this year the Chinese economy has plateaued and appeared to enter a slow downward trend with no sign of returning to strong growth. The start of the third quarter can be termed as disappointing as the key industries have also stated to show the effects of broader slowdown.  Key industries linked to real estate that showed a bullish trend in previous months seem to be reverting to uncertainty or non-existent growth. The steel industry of China, which also…

Early Chinese July Data Shows Economic Activity Slowdown

How significant are Tier-1, Tier-2, Tier-3, and lower-tier cities, respectively, for the overall housing market in China? Reasonably solid, consistent and detailed city-level data on property markets in China is largely limited to major cities but comparing some key metrics at a national level with those for Tier-1 and Tier-2 can give us a sense of respective share of the market for different categories of cities. While the four Tier-1 cities have a disproportionally higher share of new home…

How significant are Tier-1, Tier-2, Tier-3, and lower-tier cities, respectively, for the overall housing market in China? Reasonably solid, consistent and detailed city-level data on property markets in China is largely limited to major cities but comparing some key metrics at a national level with those for Tier-1 and Tier-2 can give us a sense of respective share of the market for different categories of cities. While the four Tier-1 cities have a disproportionally higher share of new home…

China Property By Tier - Where Is The Action?

Equity Research Analyst, Maritime sector, Drewry Maritime Financial Research

Ankush Kathuria CFA, FRM

Equity Research Analyst, Maritime sector

Maritime Sector, Equity & Credit Research

Drewry Maritime Financial Research

With no ties to other players in the shipping, finance or banking world, we provide a uniquely impartial view of the markets and companies we cover. Our parent organization, Drewry is a leading independent provider of research services to the maritime and shipping industry, employing over 100 professionals across an international network of offices in London, Delhi, Singapore and Shanghai. Combining our market-leading resources with seasoned sector expertise DFRS offers a highly differentiated and comprehensive range of investment and financial research services to lenders and prospective investors in publicly listed maritime and shipping companies. The full service of reports, supporting resources and sector orientated webinars provides our clients with the most complete picture of the organisations under coverage as is possible. We have been charting and analysing the world’s maritime markets for more than 40 years. This unrivalled intelligence and understanding provides the foundation of our research service. Our analysts have access to one of the most up-to-date, comprehensive and reliable sources of market insight and research data available today. We look at globally listed companies within the following sectors: Port Operators, Container Shipping, Container Manufacturing & Leasing, LNG Shipping, Dry Bulk Shipping and Tanker Shipping. Combine in-depth sector expertise with financial analysis focusing on over 50 stocks globally.

<h2>Container Shipping - 2016 Another Record Likely, This Time on Scrapping</h2>More containership capacity is being demolished than ever before, including old-design ships made redundant by the new Panama Canal.Drewry believes that, for the first time, 450,000teu of containership capacity is expected to be scrapped in just one year, as the containership sector recognises that there are far too many ships chasing too little cargo. Based on an average size of 3,000teu for ships which are being scrapped,…

Container Shipping - 2016 Another Record Likely, This Time on ScrappingMore containership capacity is being demolished than ever before, including old-design ships made redundant by the new Panama Canal.Drewry believes that, for the first time, 450,000teu of containership capacity is expected to be scrapped in just one year, as the containership sector recognises that there are far too many ships chasing too little cargo. Based on an average size of 3,000teu for ships which are being scrapped,…

Container Shipping - 2016 Another Record Likely, This Time on Scrapping

Founder and CEO, Europacifica Consulting

Naomi Fink

Founder and CEO

Europacifica Consulting

<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/010/306/original/Market-VIX-and-macroeconomic-volatility-GDPVol-CPIVol-VIX_chartbuilder.png?1468568433" class="editor-image img-responsive" data-smartkarma-image-id="10306"><figcaption class="figcaption">The Market and Macro Volatility (Source: FRED)</figcaption></figure> There are good surprises, and then there are the other kind, and the market of late has delivered quite a few of the latter. Fortunately, as we pointed out in our <a href="https://www.smartkarma.com/insights/macro-chart-focus-brexit-and-the-yen" target="_blank">post-Brexit review</a>  the “chaos premium” was quick to subside as markets realized that an exit from Europe is not so rapidly orchestrated.  We also pointed out however that the circumstances underlying the event may be one contributor to a longer-term market risk premium to be imposed upon…

 The Market and Macro Volatility (Source: FRED) There are good surprises, and then there are the other kind, and the market of late has delivered quite a few of the latter.   Fortunately, as we pointed out in our post-Brexit review  the “chaos premium” was quick to subside as markets realized that an exit from Europe is not so rapidly orchestrated.  We also pointed out however that the circumstances underlying the event may be one contributor to a longer-term market risk premium to be imposed upon…

Macro Chart Focus: Surprises and Uncertainty Premia

China

Shanghai Electric Group is an integrated equipment manufacturing group specializing in industrial equipment, including new energy, environmental protection, and modern services. It designs, manufactures, and sells products such as nuclear power, wind power, thermal generator sets, power transmission and distribution equipment, elevators, and industrial automation systems. The company is headquartered in Shanghai, China, and traces its roots to 1880.

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Shanghai Electric Group (2727 HK)

China Property: What Oversupply? Assessing Inventory Clearing Situation In Major 13 Cities

For all the macroeconomic concerns about the oversupply of housing in China and government’s push for supply-side reforms, the data on 13 major...

Robert Ciemniak

Early Chinese July Data Shows Economic Activity Slowdown

July Pre PMI ReportAfter a hot start this year the Chinese economy has plateaued and appeared to enter a slow downward trend with no sign of...

Christopher Balding

China Property By Tier - Where Is The Action?

How significant are Tier-1, Tier-2, Tier-3, and lower-tier cities, respectively, for the overall housing market in China? Reasonably solid,...

Robert Ciemniak

Container Shipping - 2016 Another Record Likely, This Time on Scrapping

Container Shipping - 2016 Another Record Likely, This Time on ScrappingMore containership capacity is being demolished than ever before, including...

Drewry Maritime Financial Research

Macro Chart Focus: Surprises and Uncertainty Premia

There are good surprises, and then there are the other kind, and the market of late has delivered quite a few of the latter. Fortunately, as we...

Naomi Fink

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