Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

The RMB has declined almost 3% against the USD since the beginning of 2016. We expect the RMB to continue to face downside pressure through 2016. Non-oil exports as well as non-oil imports are likely to have remained weak in June on a 3mma basis, continuing the trend seen in the first five months of 2016, reflecting the headwinds the economy continues to face on the domestic as well as external front.On a 3mma basis overall exports declined 3.6% y-o-y in June, compared to a rise of 0.9% y-o-y in…

The RMB has declined almost 3% against the USD since the beginning of 2016. We expect the RMB to continue to face downside pressure through 2016. Non-oil exports as well as non-oil imports are likely to have remained weak in June on a 3mma basis, continuing the trend seen in the first five months of 2016, reflecting the headwinds the economy continues to face on the domestic as well as external front.On a 3mma basis overall exports declined 3.6% y-o-y in June, compared to a rise of 0.9% y-o-y in…

China: RMB to Continue to Face Downside Pressure Through 2016

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)

Based on new data released by NBS today: in June, national new home sales (in gross floor area) for 'commercial residential' buildings rose 14% YoY and 29% YTD YoY, slower compared to 22% and 34% in May, respectively. National land acquisitions (land area purchased by real estate development enterprises) increased 7% on YoY basis and declined by 3% on YTD YoY basis, improving on the previous month.In absolute terms, YTD (Jan-Jun) national new home sales reached historical highs, while the…

Based on new data released by NBS today: in June, national new home sales (in gross floor area) for 'commercial residential' buildings rose 14% YoY and 29% YTD YoY, slower compared to 22% and 34% in May, respectively. National land acquisitions (land area purchased by real estate development enterprises) increased 7% on YoY basis and declined by 3% on YTD YoY basis, improving on the previous month.In absolute terms, YTD (Jan-Jun) national new home sales reached historical highs, while the…

China Data Brief: New Home Sales Growth Slows, Land Sales Growth Less Negative (Jan-Jun)

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

A number of indicators point at an impending turning point for the aggregate level house price growth in China. Historically, a set of indicators such as M2 money supply growth rate and sales volumes growth for 'commercial residential' sector in terms of gross floor area sold, have been fairly good predictors of the direction of the house price growth. And the house price growth has followed a fairly consistent set of cycles over the past years, reflecting the sequence of policy easing and tightening moves.

A number of indicators point at an impending turning point for the aggregate level house price growth in China. Historically, a set of indicators such as M2 money supply growth rate and sales volumes growth for 'commercial residential' sector in terms of gross floor area sold, have been fairly good predictors of the direction of the house price growth. And the house price growth has followed a fairly consistent set of cycles over the past years, reflecting the sequence of policy easing and tightening moves.

A Cyclical Turning Point For China Property?

In this one-minute animation (below) we illustrate the dynamics of the house price growth in China across 100 major cities on a monthly basis between June 2011 and June 2016, based on index data from SouFun CREIS. Looking at individual cities or even districts demonstrates how large the spread of performance can be across cities, even within one tier.The size-changing 'bubbles' capture monthly year-on-year changes in house prices at the city level, the size of the 'bubbles' reflects the growth…

In this one-minute animation (below) we illustrate the dynamics of the house price growth in China across 100 major cities on a monthly basis between June 2011 and June 2016, based on index data from SouFun CREIS. Looking at individual cities or even districts demonstrates how large the spread of performance can be across cities, even within one tier.The size-changing 'bubbles' capture monthly year-on-year changes in house prices at the city level, the size of the 'bubbles' reflects the growth…

China Property - What's Really Happened To The House Prices Over The Past 6 Years?

China

Shanghai Pudong Development Bank Co., Ltd. provides banking services. The Company provides loans, deposits, accounts settlement, foreign exchange, and other services. Shanghai Pudong Development Bank provides its services to individuals, companies, and other groups.

Shanghai Pudong Development Bank Co. (600000 CH)

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Shanghai Pudong Development Bank Co. (600000 CH)

China: RMB to Continue to Face Downside Pressure Through 2016

The RMB has declined almost 3% against the USD since the beginning of 2016. We expect the RMB to continue to face downside pressure through 2016....

Rajan Govil

China Data Brief: New Home Sales Growth Slows, Land Sales Growth Less Negative (Jan-Jun)

Based on new data released by NBS today: in June, national new home sales (in gross floor area) for 'commercial residential' buildings rose 14% YoY...

Robert Ciemniak

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

A Cyclical Turning Point For China Property?

A number of indicators point at an impending turning point for the aggregate level house price growth in China. Historically, a set of indicators...

Robert Ciemniak

China Property - What's Really Happened To The House Prices Over The Past 6 Years?

In this one-minute animation (below) we illustrate the dynamics of the house price growth in China across 100 major cities on a monthly basis...

Robert Ciemniak

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)