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Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Thematic (Sector/Industry)

<p>David Riedel was interviewed on Bloomberg last Friday.  The audio is attached here with elaboration on the points and specific, actionable ideas.</p><ul>
<li>Now that Trump has pulled the trigger and fired the first shot at China in trade war with tariffs we believe we are in the early stages of a full trade war. This will weaken sentiment and I suspect you will see growth estimates for 2019 start to come down. IMF is still looking for 3.9% in 2019 (with 2.9% growth in the US). This will be difficult to…</li>
</ul>

David Riedel was interviewed on Bloomberg last Friday.  The audio is attached here with elaboration on the points and specific, actionable ideas.
Now that Trump has pulled the trigger and fired the first shot at China in trade war with tariffs we believe we are in the early stages of a full trade war. This will weaken sentiment and I suspect you will see growth estimates for 2019 start to come down. IMF is still looking for 3.9% in 2019 (with 2.9% growth in the US). This will be difficult to…


Riedel Bloomberg Interview Focuses on Best EM Opportunities Now and Outlook for 2019