Bondcritic Limited - China Economics: The Consumption Story

Report

Bondcritic Limited

EUR 175.34 For Business Accounts Only

China Economics: The Consumption Story

We examine the factors that contribute to consumption trend in China. This quantitative study finds that disposable income plays a significant role in consumption growth, and the overall effect from real estate market is insignificant. However, the wealth effects from real estate market play a significantly positive role in promoting auto sales, one important indicator of consumption uptrend. Also, the auto policy plays a significantly positive role. This study also finds that the real estate market, in the form of rising rent, has significantly contributed to the consumption downtrend.

05/12/2018 10 EN

Provider

Bondcritic Limited

Bondcritic, established in 2009, is designed to be an independent credit research voice that helps investors gain insights and unbiased analyses on Asian fixed income market. Our mission is to discover selected deep-value Asian high-yield and distressed bonds with a bottom-up approach, together with the help of our proprietary ESG (Environmental, Social Development, and Governance) model.

Our public research periodicals include:
- Asian Credit Monitor and Asian Dollar Bond Monitor: Asian bond strategy and commentaries and Industry outlook
- Asian Frontier Monitor: Pre-IPO research on Asian frontier markets such as Myanmar, Cambodia, Sri Lanka, Laos, Mongolia, and Vietnam.
- Asian ESG Monitor: Environmental, Social development, and Governance research
- Asian credit flash: A flash note on individual bonds and/or current credit news
Consulting services
- Private credit research
- Asian credit portfolio construction and monitoring/reviews
- Private debt and alternative financing solution consultation
Corporate bond fact sheets
A fintech platform to decentralize credit research and empower credit analysts.

See profile

Other Reports from Bondcritic Limited

Warut Promboon

Warut Promboon

Energy Absolute: Absolutely Negative Energy

Energy Absolute Public Company Limited (EA)’s negative headlines have gradually emerged since the beginning of the year. First, the Adder, which is fixed revenue per KWh from the Thai government, is expiring and the electric bus delivery has been below expectations. EA’s stock price has consistently underperformed the market in the past year, leading to market talk that insiders have sold the shares (EXHIBIT 1). Mr. Somphote Ahunai, the former CEO, subsequently admitted to the force sell of a small portion of his stake. The most negative news came on 12-July when Thailand’s Securities Exchange...

Free Trial

July 31, 2024 July 31, 2024 9 EN

Warut Promboon

Warut Promboon

SPV77 / Siri Hub Investment Digital Token: Thailand’s First Debt Token

We are launching coverage of debt tokens with Siri Hub Investment Digital Tokens (SIRIHUB), Thailand’s first investment token. This report is a pre-launch report and we note that Thailand’s Securities Exchange Commission (SEC) is in the process of reviewing the launch at the time of this report. We understand XSpring Digital (formerly called SE Digital), SIRIHUB’s underwriter, has filed for SEC’s approval for the token launch since 5-May and the SEC has up to 90 days to assess the proposal. As such, we expect the SEC’s decision by 5-August.

Free Trial

June 30, 2021 June 30, 2021 6 EN

Warut Promboon

Warut Promboon

Social Bonds: Here Come the Next Green Bonds

We initiate our coverage of Asian social bonds with a thematic report on (1) the current stage in the Asian capital markets, (2) social bond compliance regime, and (3) recent issuance in Asia. In subsequent months, we aim to launch a request for comment for our framework we will use to analyze social bond compliance with the Social Bond Principles (SBP).

Free Trial

March 22, 2021 March 22, 2021 8 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

China Economics: The Consumption Story

Our public research periodicals include:

Asian Credit Monitor and Asian Dollar Bond Monitor: Asian bond strategy​ and commentaries and Industry outlook

Asian Frontier Monitor: Pre-IPO research on Asian frontier markets such as Myanmar, Cambodia, Sri Lanka, Laos, Mongolia, and Vietnam.

Asian ESG Monitor: Environmental, Social development, and Governance research

Asian credit flash: A flash note on individual bonds and/or current credit news

Consulting services

Private credit research

Asian credit portfolio construction and monitoring/reviews

Private debt and alternative financing solution consultation

Corporate bond fact sheets

A fintech platform to decentralize credit research and empower credit analysts.

Energy Absolute: Absolutely Negative Energy

SPV77 / Siri Hub Investment Digital Token: Thailand’s First Debt Token

Social Bonds: Here Come the Next Green Bonds

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe

Asian Credit Monitor and Asian Dollar Bond Monitor: Asian bond strategy and commentaries and Industry outlook