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Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

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Thematic (Sector/Industry)

Malaysia Consumer discretionary / Thematic (Sector/Industry)

<p>China: 6.1% industrial production YoY in November and strong Foreign Direct Investment set the stage for a strong finish to 2017. <br>Brazil: Retail sales in October inched up a modest 2.5% y/y after a 6.2% increase in the prior month. Watch for a critical vote on pension reform next week.<br>Malaysia: Retail sales in Oct. rose 10.9% y/y. Consistent with our prediction of strong consumption headed into the election period. We expect this trend to continue and would be long consumer discretionary stocks.</p>

China: 6.1% industrial production YoY in November and strong Foreign Direct Investment set the stage for a strong finish to 2017.  Brazil: Retail sales in October inched up a modest 2.5% y/y after a 6.2% increase in the prior month. Watch for a critical vote on pension reform next week. Malaysia: Retail sales in Oct. rose 10.9% y/y. Consistent with our prediction of strong consumption headed into the election period. We expect this trend to continue and would be long consumer discretionary stocks.

Global Macro - Stable Oil Prices = Low Inflation. What About as Rates and Growth Rise in 2018?