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.

Thematic (Sector/Industry)

Emerging Markets Move To Center StageBrexit has come and gone, bond yields around the world keep declining or moving more into negative territory and fears of an impending financial crisis are mounting. But the markets are not showing much of that fear. The major equities indexes are doing very well and global economic growth remains anemic but looks better than it has in quite a while.The low or non-existent yields for sovereign debt are worrisome but they have done nothing to destabilize the currency markets.Interestingly, the emerging markets have moved into center stage during the hunt for yields. They are the ones showing a decent return on investments.Country Specific Developments:China: CPI eases to 1.9% YoY in JuneMexico: Consumer Confidence jumps in JuneBrazil:  Retail Sales drop 9% in May

Emerging Markets Move To Center StageBrexit has come and gone, bond yields around the world keep declining or moving more into negative territory and fears of an impending financial crisis are mounting. But the markets are not showing much of that fear. The major equities indexes are doing very well and global economic growth remains anemic but looks better than it has in quite a while.The low or non-existent yields for sovereign debt are worrisome but they have done nothing to destabilize the currency markets.Interestingly, the emerging markets have moved into center stage during the hunt for yields. They are the ones showing a decent return on investments.Country Specific Developments:China: CPI eases to 1.9% YoY in JuneMexico: Consumer Confidence jumps in JuneBrazil:  Retail Sales drop 9% in May

RRG Macro Insights: Emerging Markets Move to Center Stage

Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

REAL-Economics.com

Macroeconomics

In the 2 years ending 30 June 2016, China's foreign reserves declined by US$788bn -- despite a cumulative trade surplus for the 2-year period of US$1,148.6bn. Aggregate outflows of capital and services/income from China were a massive US$1.937tn over the 24 months ending 30 June 2016. This magnitude of outflow is unprecedented, and obviously unsustainable. But the mildly positive news is that the pace of outflows slowed in 1H 2016 (albeit still at dangerous levels, with US$395bn of outflows for…

In the 2 years ending 30 June 2016, China's foreign reserves declined by US$788bn -- despite a cumulative trade surplus for the 2-year period of US$1,148.6bn. Aggregate outflows of capital and services/income from China were a massive US$1.937tn over the 24 months ending 30 June 2016. This magnitude of outflow is unprecedented, and obviously unsustainable. But the mildly positive news is that the pace of outflows slowed in 1H 2016 (albeit still at dangerous levels, with US$395bn of outflows for…

Meltdown of World's Biggest Trader Continues

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

China’s claims in the South China Sea have been seriously impaired given the findings:<ul><li>The Permanent Court of Arbitration (PCA) for the United Nations Law of the Sea found no evidence for China’s claims within the “nine-dash line”. It said categorically that China has no historical rights to South China Sea features and its accompanying resources.</li></ul><ul><li>The PCA concluded that none of the Spratly islands is capable of generating extended maritime zones and all high-tide features are legally “rocks”…</li></ul>

China’s claims in the South China Sea have been seriously impaired given the findings:The Permanent Court of Arbitration (PCA) for the United Nations Law of the Sea found no evidence for China’s claims within the “nine-dash line”. It said categorically that China has no historical rights to South China Sea features and its accompanying resources.The PCA concluded that none of the Spratly islands is capable of generating extended maritime zones and all high-tide features are legally “rocks”…

Impact of the Tribunal Ruling on China's Claims in the South China Sea

<ul><li>The political power struggle in China is intensifying and increasing the possibility of politicisation of economic policy. In short, political risks may well be higher than expected.</li><li>President Xi is strengthening his position and his recent political moves suggest that his grip on power is so secure that he can move to crush prevailing threats from the Communist Youth League (CYL) faction. </li><li>Xi's power will see his opponents lie low and allow him to gain a level of dominance not seen since Mao Zedong's days. </li><li>Xi’s dominance will also result in important implications for the economy. His personal ideological preferences are unclear, but the increasing emphasis on learning Marxism and the role of the SOEs rather than private enterprises point to a leader who is not going to move further in the direction of a market-based economy.</li></ul>

The political power struggle in China is intensifying and increasing the possibility of politicisation of economic policy. In short, political risks may well be higher than expected.President Xi is strengthening his position and his recent political moves suggest that his grip on power is so secure that he can move to crush prevailing threats from the Communist Youth League (CYL) faction. Xi's power will see his opponents lie low and allow him to gain a level of dominance not seen since Mao Zedong's days. Xi’s dominance will also result in important implications for the economy. His personal ideological preferences are unclear, but the increasing emphasis on learning Marxism and the role of the SOEs rather than private enterprises point to a leader who is not going to move further in the direction of a market-based economy.

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.

Student numbers are falling in China, but efforts to recruit more school leavers for universities will only lead to an increase in graduate unemployment unless their are radical changes to the education system.

Student numbers are falling in China, but efforts to recruit more school leavers for universities will only lead to an increase in graduate unemployment unless their are radical changes to the education system.

China

iShares FTSE A50 China Index ETF is an exchanged-traded fund established in Hong Kong. The investment objective of the iShares FTSE A50 China Index ETF is to provide investment results that, before fees and expenses, closely correspond to the performance of A50 Index.

iShares FTSE/Xinhua A50 China (2823 HK)

RRG Macro Insights: Emerging Markets Move to Center Stage

Emerging Markets Move To Center StageBrexit has come and gone, bond yields around the world keep declining or moving more into negative territory...

David Riedel

Meltdown of World's Biggest Trader Continues

In the 2 years ending 30 June 2016, China's foreign reserves declined by US$788bn -- despite a cumulative trade surplus for the 2-year period of...

Prasenjit K. Basu

Impact of the Tribunal Ruling on China's Claims in the South China Sea

China’s claims in the South China Sea have been seriously impaired given the findings:The Permanent Court of Arbitration (PCA) for the United...

Manu Bhaskaran

Political Storm Brewing in China?

The political power struggle in China is intensifying and increasing the possibility of politicisation of economic policy. In short, political...

Manu Bhaskaran

Declining Student Numbers in China

Student numbers are falling in China, but efforts to recruit more school leavers for universities will only lead to an increase in graduate...

Bixmoor