Perspective on China in the Year of the Goat - Bloomberg L.P. · What is Bloomberg Intelligence? BI...
Transcript of Perspective on China in the Year of the Goat - Bloomberg L.P. · What is Bloomberg Intelligence? BI...
Perspective on China in the Year of the Goat
February 2015
Today’s Agenda
What is BI?
A unique and comprehensive research platform
Macro vs. Micro
Not all the data is dire!
Opportunities Old & New
Shanghai-Hong Kong Connect opens access
Can China’s Rally be Different This Time?
A history of short-term surges vs. reform & stimulus
More Considerations
Key industry themes BI analysts are exploring
What is Bloomberg Intelligence? BI<go>
A unique platform for industry analysis that combines
1) real time flow, 2) comprehensive data and 3) perspective on fundamental
trends and themes
100+ Industry dashboards, 175 professionals
Driven by senior industry experts, 15+ years experience
An Industry Research platform to Save Time and Help Generate Ideas:
Stay on top of industry news and events
Utilize deep industry and company data
Quickly gain perspective themes, fundamental trends and scenarios
Benefit from an outside point of view on key issues
A jump start to your own analysis process
Bloomberg Intelligence: Comprehensive Data + Analysis
Bloomberg Intelligence: Comprehensive Data + Analysis
Bloomberg Intelligence: Comprehensive Data + Analysis
Consumer
Tim Craighead, DoR
Margaret Huang
.Gaming – BI GAME
.Lodging – BI LODG
Financials
Francis Chan
Kristy Hung
.Banks – BI BANKA
.Exchanges – BI EXCHG
Rob Fong
Sharon Chan
.Property – BI REALA
Steven Lam
Elaine Tung
. Life Insur – BI LIFEA
. P&C Insur – BI INPCA
Technology
Jitendra Waral
Anthea Lai
Simon Chan
.Consumer Electronics BI CETX
.Semiconductors, including:
Memory ICs – BI MMRY
.EMS/ODM GL – BI EMSO
Tom Jastrzab
.Asia Food – BI FOODA
.Asia Food Retail – BI RETFA
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Energy
Joseph Jacobelli
Charles Shum
Miranda Wang
.Asia Utilities & Infrastructure
BI EGENA, NGTDA, INFRA
Grace Lee
Manshu Deng
.Asia Oil & Gas – BI EXPRA
Editorial
Frank Longid
Neil Denslow
Mike Anderson
Autos & Industrials
Steve Man
Nikkie Lu
Ji Shi
. Asia Autos – BI AUTMA
The BI Asia Team
China
Tim Craighead, DoR
. China – BI CHINA Transports
John Mathai
. Shipping – BI SHIPG
. Airlines – BI AIRLA
Materials
Yi Zhu
. Metals – BI BMETG
Michelle Leung
. Materials
Catherine Lim
.Asia Retail – BI APPRA
Today’s Agenda
Macro vs. Micro
BI CHINA<go>
Macro vs. Micro
BI CHINA<go>
Macro vs. Micro – Financial Indicators
BI CHINA<go>
BI CHINA<go>
Macro vs. Micro – Financial Indicators
BI CHINA<go>
Macro vs. Micro – Financial Indicators
BI CHINA<go>
Macro vs. Micro – Production Indicators
BI CHINA<go>
Macro vs. Micro – Production Indicators
BI CHINA<go>
Macro vs. Micro – Production Indicators
BI CHINA<go>
Macro vs. Micro – Production Indicators
BI CHINA<go>
Macro vs. Micro – Consumer Indicators
BI CHINA<go>
Macro vs. Micro – Consumer Indicators
BI CHINA<go>
Macro vs. Micro – Consumer Indicators
BI CHINA<go>
Macro vs. Micro – Consumer Indicators
BI CHINA<go>
Macro vs. Micro – Consumer Indicators
Today’s Agenda
Shanghai-Hong Kong Connect
BI CHINA<go>
Shanghai-Hong Kong Connect
BI CHINA<go>
Shanghai-Hong Kong Connect
BI CHINA<go>
Shanghai-Hong Kong Connect
BI CHINA<go>
Shanghai-Hong Kong Connect
BI CHINA<go>
Shanghai-Hong Kong Connect
BI CHINA<go>
Today’s Agenda
Can China’s Rally be Different This Time?
BI CHINA<go>
Can China’s Rally be Different This Time?
BI CHINA<go>
Can China’s Rally be Different This Time?
BI CHINA<go>
Can China’s Rally be Different This Time?
BI CHINA<go>
Can China’s Rally be Different This Time?
BI CHINA<go>
Can China’s Rally be Different This Time?
BI CHINA<go>
BI CHINA <go>
BI CHINA<go>
Today’s Agenda
Additional BI Insights – Autos
BI AUTMA <go>
Additional BI Insights – Insurance
BI LIFEA<go>
Additional BI Insights – Consumer Goods
BI APPRA <go>
Additional BI Insights – Gaming
BI GAMEG<go>
Additional BI Insights – Technology
BI CETXG<go>
Additional BI Insights – Infrastructure
BI INFRA<go>
Additional BI Insights – Metals
BI ALUM<go>
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