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.

Thematic (Sector/Industry)

In 2017, the Year of the Rooster will kick off on January the 27th.Chinese New Year, or Spring Festival, is the most important festival in Chinese culture. It is traditionally a time for family reunions, as well as gift exchange between families, friends and business contacts.

In 2017, the Year of the Rooster will kick off on January the 27th.Chinese New Year, or Spring Festival, is the most important festival in Chinese culture. It is traditionally a time for family reunions, as well as gift exchange between families, friends and business contacts.

Chinese New Year 2017: Will the Rooster Offer a Softer Landing For China's Luxury Goods Market?

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

In this report, we use intermarket analysis to analyze XLY (Consumer Discretionary SPDR ETF) vs. XLP (Consumer Staples Select Sect. SPDR ETF). The use of intermarket analysis is a practical method of assessing the future inflection points in the economy and the stock market.  Intermarket analysis is intuitive and logical. For example, we take two widely followed consumer ETFs, including XLY (discretionary) and XLP (staples). We use the US ETFs since they are the most liquid and have the deepest…

In this report, we use intermarket analysis to analyze XLY (Consumer Discretionary SPDR ETF) vs. XLP (Consumer Staples Select Sect. SPDR ETF). The use of intermarket analysis is a practical method of assessing the future inflection points in the economy and the stock market.  Intermarket analysis is intuitive and logical. For example, we take two widely followed consumer ETFs, including XLY (discretionary) and XLP (staples). We use the US ETFs since they are the most liquid and have the deepest…

CHINA - Healthcare, Steel, Autos, Education, Research From Beijing

Scott Laprise/ 乐天虎

CHINA - Healthcare, Steel, Autos, Education

<ul>
<li>GM and Shanghai Auto fined Rmb201mn for fixing prices on certain car models.</li>
<li>The fine was set at 4% of the models in question, the law allows for a 1-10% penalty.</li>
<li>The fine is small at 1.3% of profits and levied by the Shanghai government.</li>
<li>Shanghai Auto (SAIC) is the JV partner for GM in China.</li>
<li>This probe began in 2014 though investigations began in 2011 upon receiving auto dealer complaints.</li>
<li>Price fixing is a practice common by foreign automakers in China.</li>
<li>
Audi and Chrysler were fined for price fixing…</li>
</ul>


GM and Shanghai Auto fined Rmb201mn for fixing prices on certain car models.
The fine was set at 4% of the models in question, the law allows for a 1-10% penalty.
The fine is small at 1.3% of profits and levied by the Shanghai government.
Shanghai Auto (SAIC) is the JV partner for GM in China.
This probe began in 2014 though investigations began in 2011 upon receiving auto dealer complaints.
Price fixing is a practice common by foreign automakers in China.

Audi and Chrysler were fined for price fixing…


Equity Bottom-Up

<figure class="editor-figure mceNonEditable"><img class="editor-image img-responsive" src="https://static-prod.smartkarma.com/images/media/000/017/833/original/Datagraphicadidas_636165460975770055.png?1481765535" data-smartkarma-image-id="17833"></figure>Reebok has a history of capturing on gaps in the market before anyone else, for example, its partnership with Crossfit in 2010 proved to be considerably successful as the exercise became wildly popular among fitness fanatics. In a bid for more sustainable growth, the company may seek to become the go-to brand for niche sports activities. Its current alliance with UFC should prove lucrative as combat sports such as kickboxing and MMA gain acceptance and popularity among consumers, encouraged by…

Reebok has a history of capturing on gaps in the market before anyone else, for example, its partnership with Crossfit in 2010 proved to be considerably successful as the exercise became wildly popular among fitness fanatics. In a bid for more sustainable growth, the company may seek to become the go-to brand for niche sports activities. Its current alliance with UFC should prove lucrative as combat sports such as kickboxing and MMA gain acceptance and popularity among consumers, encouraged by…

Founder, Riedel Research

David Riedel

Founder

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:

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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.

<ul>
<li>
Russia: Trump presidency, likely lifting of western sanctions and a stabilizing economy boost prospects for Russia.</li>
<li>
Mexico: Fitch downgrades outlook to ‘negative; on concerns about growth and challenges to public finances.</li>
<li>
China: CPI of 2.3% was higher than expected but still below 3% target.</li>
</ul>The US Fed outlook for three rate hikes in 2017 is based on flawed assumptions.  They are expecting that the US economy in 2017 is similar to the back half of 2016.  We believe this is a flawed assumption as…



Russia: Trump presidency, likely lifting of western sanctions and a stabilizing economy boost prospects for Russia.

Mexico: Fitch downgrades outlook to ‘negative; on concerns about growth and challenges to public finances.

China: CPI of 2.3% was higher than expected but still below 3% target.
The US Fed outlook for three rate hikes in 2017 is based on flawed assumptions.  They are expecting that the US economy in 2017 is similar to the back half of 2016.  We believe this is a flawed assumption as…

US Fed 2017 Rate Hike Outlook Based on Flawed Assumptions

United States

Under Armour, Inc. develops, markets, and distributes branded performance products for men, women, and youth. The Company designs and sells a broad offering of apparel and accessories made of synthetic microfibers.

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Under Armour (UAA US)

Chinese New Year 2017: Will the Rooster Offer a Softer Landing For China's Luxury Goods Market?

In 2017, the Year of the Rooster will kick off on January the 27th.Chinese New Year, or Spring Festival, is the most important festival in Chinese...

Euromonitor International Ltd.

Intermarket Analysis (1): XLY Versus XLP

In this report, we use intermarket analysis to analyze XLY (Consumer Discretionary SPDR ETF) vs. XLP (Consumer Staples Select Sect. SPDR ETF). The...

Douglas Kim

GM Fined for Price Fixing in China

GM and Shanghai Auto fined Rmb201mn for fixing prices on certain car models. The fine was set at 4% of the models in question, the law allows for...

Scott Laprise/ 乐天虎

Adidas: Is It Worth Keeping Reebok?

Reebok has a history of capturing on gaps in the market before anyone else, for example, its partnership with Crossfit in 2010 proved to be...

Euromonitor International Ltd.

US Fed 2017 Rate Hike Outlook Based on Flawed Assumptions

Russia: Trump presidency, likely lifting of western sanctions and a stabilizing economy boost prospects for Russia. Mexico: Fitch downgrades...

David Riedel

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