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Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

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Thematic (Sector/Industry)

India: Industrial production in April rose 4.9% y/y but inflation also accelerated to nearly 5%. Recent trends in economic growth have been strong with 1Q GDP growth of 7.7%. Turkey: Critical elections are just a week away. If the opposition wins watch for market strength and a significant shift towards central bank independence.  Brazil: Despite equity and currency weakness the economic fundamentals are actually getting better in Brazil.  We believe that Brazil is currently oversold given the…

India: Industrial production in April rose 4.9% y/y but inflation also accelerated to nearly 5%. Recent trends in economic growth have been strong with 1Q GDP growth of 7.7%. Turkey: Critical elections are just a week away. If the opposition wins watch for market strength and a significant shift towards central bank independence.  Brazil: Despite equity and currency weakness the economic fundamentals are actually getting better in Brazil.  We believe that Brazil is currently oversold given the…

Inflation Ticking Up Globally - Some Major EMs Are Oversold

Multiple Countries

Inflation Ticking Up Globally - Some Major EMs Are Oversold