Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

Thematic (Sector/Industry)

<p>Chinese investment in Africa is much misunderstood, with little reliable data. But it can be said with some certainty that the main damage done by such investments is not so much to Africa, but to the Chinese economy.</p>

Chinese investment in Africa is much misunderstood, with little reliable data. But it can be said with some certainty that the main damage done by such investments is not so much to Africa, but to the Chinese economy.

Making Sense of Chinese Investments in Africa

CEO, CIO, ClearMacro

Mike Simcock

CEO, CIO

Strategic & Tactical Asset Allocation Global Macro

ClearMacro

CIO, & CEO ClearMacro Ltd
An institutional investor with over 25 years experience, laterly having spent 10 years at GIC Singapore SWF. Managng Director, managing Global Macro, FIxed Income (Europe) and Global Credit businesses.
Passionate about utilising technology to enhance portfolio idea generation across global, multi-asset classes and optimisation of the investment process.

Macroeconomics

<p>Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the opportunities currently available from strategic currency allocations.  </p>

Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the opportunities currently available from strategic currency allocations.  

Portfolio Return Opportunity from Strategic Currency Allocations?

Research and consultancy, Tabbush Report

Daniel Tabbush

Research and consultancy

Tabbush Report

We provide research and consultancy on Asian banks. Our focus is on what we call “Asian bank research, without the noise.” We are interested in the most critical swing-factors for banks, the NPL and credit cycle, and where we believe there is a gap between perception and reality. We often focus on the less studied components of bank financial statements.  Our research is highly thematic, sometimes examining unlisted banks and companies as a window on mainstream banks. 

Being independent allows us to look at smaller banks, often overlooked by others. Analysis of BIS bank guidelines in the context of Asia, is also a focal point, while we also analyze global banks operating in the region. We use what we believe is the most comprehensive, reliable financials database, SNL Financial. S&P Capital IQ augments our database, with corporate data and CEIC, with economics. 

Asian bank research, without the noise.

Equity Bottom-Up

Sumitomo Mitsui Financial Group / Equity Bottom-Up

<ul><li>There are not many lenders to the beleaguered Russia in Asia, other than Japan&rsquo;s mega banks.</li><li>While the figures may be small in absolute terms, they could drive a major reversal in credit costs. That is from negative or near zero sums to figures that matter.&nbsp;</li><li>With Russia&rsquo;s GDP growth at its worst in years, now registering -1.9% growth, we must expect radical NPL formation.</li><li>So far only one major Russian bank has reported March 2015 numbers, and the numbers are worrisome.</li></ul>

There are not many lenders to the beleaguered Russia in Asia, other than Japan&rsquo;s mega banks.While the figures may be small in absolute terms, they could drive a major reversal in credit costs. That is from negative or near zero sums to figures that matter.&nbsp;With Russia&rsquo;s GDP growth at its worst in years, now registering -1.9% growth, we must expect radical NPL formation.So far only one major Russian bank has reported March 2015 numbers, and the numbers are worrisome.

Japan's lending to Russia. The numbers are worrisome. 

Russia

VTB Bank PJSC attracts deposits and offers corporate, retail, and investment banking services. The Bank offers debt origination, trade financing, and custody services, as well as trades in derivatives, commodities, money markets, Russian and international currency, equities, bonds, and repos.

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VTB Bank PJSC (VTBR RX)

Making Sense of Chinese Investments in Africa

Chinese investment in Africa is much misunderstood, with little reliable data. But it can be said with some certainty that the main damage done by...

Bixmoor

Portfolio Return Opportunity from Strategic Currency Allocations?

Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the...

ClearMacro

Japan's lending to Russia. The numbers are worrisome.

There are not many lenders to the beleaguered Russia in Asia, other than Japan’s mega banks. While the figures may be small in absolute terms,...

Daniel Tabbush

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52-week Range

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