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
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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.

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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.

Event-Driven

iShares MSCI Emerging Markets / Event-Driven

RRG StatArb Algorithm Identifies Panic Following BrexitOn July 12th, 2016 the RRG StatArb Algorithm identified a market inefficiency caused by the panic surrounding the turmoil that followed the Brexit. In this special insights report we detail the current trade recommended by the StatArb Algorithm to capitalize on this inefficiency.Trade specifics (securities and weightings) are detailed on the back page of the report.

RRG StatArb Algorithm Identifies Panic Following BrexitOn July 12th, 2016 the RRG StatArb Algorithm identified a market inefficiency caused by the panic surrounding the turmoil that followed the Brexit. In this special insights report we detail the current trade recommended by the StatArb Algorithm to capitalize on this inefficiency.Trade specifics (securities and weightings) are detailed on the back page of the report.

Panic Surrounding Brexit Causes Trading Opportunity in Emerging Markets

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Thematic (Sector/Industry)

Thai equities has been a top performer despite the country's weak economic growth. The dynamics for retailing and tourism-related stocks continue to look better than big caps (banks, energy, telecoms) that currently benefit from capital flows. We also see opportunities in some laggard sectors such as property.

Thai equities has been a top performer despite the country's weak economic growth. The dynamics for retailing and tourism-related stocks continue to look better than big caps (banks, energy, telecoms) that currently benefit from capital flows. We also see opportunities in some laggard sectors such as property.

Economist, Centennial Asia Advisors

Jason Tan

Economist

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

Macroeconomics

<h2>Private investment at depressed levels</h2><ul>
<li>
Tourism remains key growth driver: Foreign tourist arrivals expanded across the board, growing 7.6% y/y in May 16.</li>
<li>
Private consumption improved with spending on durable goods recovering. Note in particular how improving farm incomes have helped boost consumption while non-farm spending has been supported by higher employment in both manufacturing and services sectors.</li>
<li>
Private investment muted even as public investment does all the heavy lifting to inject…</li>
</ul>

Private investment at depressed levels

Tourism remains key growth driver: Foreign tourist arrivals expanded across the board, growing 7.6% y/y in May 16.

Private consumption improved with spending on durable goods recovering. Note in particular how improving farm incomes have helped boost consumption while non-farm spending has been supported by higher employment in both manufacturing and services sectors.

Private investment muted even as public investment does all the heavy lifting to inject…


Thailand: Of Private Investment and Political Gyrations

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

<ul><li>The global environment appears more and more threatening to Asian economies, with rising risks of currency market volatility in Asia. In this context, we see the credibility of central banks and how appropriately valued their currencies as crucial determinants of resilience in the face of potential shocks.</li><li>We examined inflation differentials to identify which currencies could be under threat and which would be relatively more robust.</li></ul>

The global environment appears more and more threatening to Asian economies, with rising risks of currency market volatility in Asia. In this context, we see the credibility of central banks and how appropriately valued their currencies as crucial determinants of resilience in the face of potential shocks.We examined inflation differentials to identify which currencies could be under threat and which would be relatively more robust.

Asian Currencies: What Inflation Differentials Show

<ul>
<li>
Fiscal spending sustains momentum: Deputy Prime Minister Somkid has announced THB2.5tr of spending for the energy sector by 2022, with another THB500bn for digital investment. A Digital Ministry was also set up, aimed to increase Thailand’s economic potential and social development.</li>
<li>
Move to further boost tourism: To further prop up its bright spot of tourism, the government also approved a proposal to use THB5bn from the central budget for tourism industry reform.</li>
<li>
Long-awaited tax passed: The land…</li>
</ul>



Fiscal spending sustains momentum: Deputy Prime Minister Somkid has announced THB2.5tr of spending for the energy sector by 2022, with another THB500bn for digital investment. A Digital Ministry was also set up, aimed to increase Thailand’s economic potential and social development.

Move to further boost tourism: To further prop up its bright spot of tourism, the government also approved a proposal to use THB5bn from the central budget for tourism industry reform.

Long-awaited tax passed: The land…


Thailand

iShares MSCI Thailand Capped ETF is an exchange-traded fund incorporated in the USA. The ETF seeks investment results that correspond to the performance of the MSCI Thailand IMI 25/50 Index.

iShares MSCI Thailand (THD US)

Panic Surrounding Brexit Causes Trading Opportunity in Emerging Markets

RRG StatArb Algorithm Identifies Panic Following BrexitOn July 12th, 2016 the RRG StatArb Algorithm identified a market inefficiency caused by the...

David Riedel

Broad Sweep of the Thai Market

Thai equities has been a top performer despite the country's weak economic growth. The dynamics for retailing and tourism-related stocks continue...

Athaporn Arayasantiparb, CFA

Thailand: Of Private Investment and Political Gyrations

Private investment at depressed levels Tourism remains key growth driver: Foreign tourist arrivals expanded across the board, growing 7.6% y/y in...

Jason Tan

Asian Currencies: What Inflation Differentials Show

The global environment appears more and more threatening to Asian economies, with rising risks of currency market volatility in Asia. In this...

Manu Bhaskaran

Thailand: Fiscal Policy Powers Through

Fiscal spending sustains momentum: Deputy Prime Minister Somkid has announced THB2.5tr of spending for the energy sector by 2022, with another...

Jason Tan