Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

REAL-Economics.com

Macroeconomics

-Reality continues to catch up with the Trump Economy, with real GDP growth slumping to just 0.7% QoQ in 1Q 2017, dragged down by sluggish private consumer spending (+0.3%) and slumping government spending (-1.7%). What little growth there was owed primarily to a surge in fixed investment spending by businesses (+9.4%) and on residential construction (+13.7%). Business investment grew at its fastest pace in over 3 years on the hope of a large Trump (or Congressional GOP) tax cut. The brief but…

-Reality continues to catch up with the Trump Economy, with real GDP growth slumping to just 0.7% QoQ in 1Q 2017, dragged down by sluggish private consumer spending (+0.3%) and slumping government spending (-1.7%). What little growth there was owed primarily to a surge in fixed investment spending by businesses (+9.4%) and on residential construction (+13.7%). Business investment grew at its fastest pace in over 3 years on the hope of a large Trump (or Congressional GOP) tax cut. The brief but…

US Loss of Momentum a Warning Sign for Asian Exports in 4Q 2017 and Beyond

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:

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.

David Riedel was interviewed on the Nightly Business Report about the Trump/Xi Florida summit.The focus of the interview was what the main topics and issues would be at the summit and the likely outcome of the first meeting between the leaders of the number one and two economies in the world.The issue of how Trump's campaign rhetoric will or won't translate into policy was discussed.North Korea was an important part of the discussion (this was before the missile launch Monday night).The…

David Riedel was interviewed on the Nightly Business Report about the Trump/Xi Florida summit.The focus of the interview was what the main topics and issues would be at the summit and the likely outcome of the first meeting between the leaders of the number one and two economies in the world.The issue of how Trump's campaign rhetoric will or won't translate into policy was discussed.North Korea was an important part of the discussion (this was before the missile launch Monday night).The…

Riedel Interview on Trump/Xi Florida Summit - North Korea, Trade, Currency and More

The Trump/Xi Florida summit this week has been rattled by the latest news that Pyongyang may have launched a ballistic missile towards Japan.Containing North Korea's nuclear weapons ambitions will be a top subject at the summit and could provide the most significant positive outcome from this meeting.Trade and currency issues with China play well to Trump's base in the US but as we outline below are rhetoric tied to China of the past rather than issues of now and in the future.The most market…

The Trump/Xi Florida summit this week has been rattled by the latest news that Pyongyang may have launched a ballistic missile towards Japan.Containing North Korea's nuclear weapons ambitions will be a top subject at the summit and could provide the most significant positive outcome from this meeting.Trade and currency issues with China play well to Trump's base in the US but as we outline below are rhetoric tied to China of the past rather than issues of now and in the future.The most market…

Trump/Xi Summit in the Wake of North Korea's Sabre-Rattling - Issues and Opportunities

Amareos

Ryan Shea

Thematic (Sector/Industry)

Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble occurs when the price of an asset is significantly overvalued making it increasingly difficult to justify based on underlying fundamentals. In such situations it is the overriding optimism of the crowd, with unrealistically high expectations, that acts as the propellant for further gains. Ten years on from the bursting of the US housing market…

Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble occurs when the price of an asset is significantly overvalued making it increasingly difficult to justify based on underlying fundamentals. In such situations it is the overriding optimism of the crowd, with unrealistically high expectations, that acts as the propellant for further gains. Ten years on from the bursting of the US housing market…

The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?

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

Three quick takeaways from the annual 2016 data on commercial property sales transactions - income producing assets in office, retail, industrial, apartment and hotel sectors, excluding the development sites. Select data/charts courtesy of our data partner <a href="http://www.rcanalytics.com" target="_blank">Real Capital Analytics</a>:1. GLOBAL DOLLAR VOLUMES DOWNFor the first time since 2009, the global volumes declined overall and across the major regions. Low interest rates had clearly given a boost to volumes over the past 7 years, with the rich…

Three quick takeaways from the annual 2016 data on commercial property sales transactions - income producing assets in office, retail, industrial, apartment and hotel sectors, excluding the development sites. Select data/charts courtesy of our data partner Real Capital Analytics:1. GLOBAL DOLLAR VOLUMES DOWNFor the first time since 2009, the global volumes declined overall and across the major regions. Low interest rates had clearly given a boost to volumes over the past 7 years, with the rich…

Global Capital Trends In Real Estate In 2016

United States

Vanguard FTSE Emerging Markets ETF is an exchange-traded fund incorporated in the USA. The ETF tracks the performance of the FTSE Emerging Markets Index. The ETF holds large and mid-cap stocks in emerging markets around the world. Brazil, Russia, India, Taiwan, China, and South Africa are among the markets included. The ETF weights these holdings based on market capitalization.

Vanguard FTSE Emerging Markets ETF (VWO US)

Vanguard FTSE Emerging Markets ETF (VWO US)

US Loss of Momentum a Warning Sign for Asian Exports in 4Q 2017 and Beyond

-Reality continues to catch up with the Trump Economy, with real GDP growth slumping to just 0.7% QoQ in 1Q 2017, dragged down by sluggish private...

Prasenjit K. Basu

Riedel Interview on Trump/Xi Florida Summit - North Korea, Trade, Currency and More

David Riedel was interviewed on the Nightly Business Report about the Trump/Xi Florida summit.The focus of the interview was what the main topics...

David Riedel

Trump/Xi Summit in the Wake of North Korea's Sabre-Rattling - Issues and Opportunities

The Trump/Xi Florida summit this week has been rattled by the latest news that Pyongyang may have launched a ballistic missile towards...

David Riedel

The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?

Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...

Amareos

Global Capital Trends In Real Estate In 2016

Three quick takeaways from the annual 2016 data on commercial property sales transactions - income producing assets in office, retail, industrial,...

Robert Ciemniak