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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)

<ul>
<li>This 5 minute interview on Bloomberg's DayBreak Asia show reviews current actionable ideas in India and China including some lesser-known tech and manufacturing companies.</li>
<li>China:  Find opportunities in the areas of focus for President Xi's second term.  Robotics and Digital Payments. <a href="https://www.smartkarma.com/entities/16185" target="_blank" data-smartkarma-citation="entities:16185:1">Midea Group Co Ltd A (000333 CH)</a> and <a href="https://www.smartkarma.com/entities/11467" target="_blank" data-smartkarma-citation="entities:11467:1">China Innovationpay Group (8083 HK)</a>
</li>
<li>Yuan likely to be stable going into October meetings.</li>
<li>India: Focus on niche manufacturers <a href="https://www.smartkarma.com/entities/6958" target="_blank" data-smartkarma-citation="entities:6958:1">Essel Propack Ltd (ESEL IN)</a> and <a href="https://www.smartkarma.com/entities/16586" target="_blank" data-smartkarma-citation="entities:16586:1">Aia Engineering Ltd</a>…</li>
</ul>


This 5 minute interview on Bloomberg's DayBreak Asia show reviews current actionable ideas in India and China including some lesser-known tech and manufacturing companies.
China:  Find opportunities in the areas of focus for President Xi's second term.  Robotics and Digital Payments. Midea Group Co Ltd A (000333 CH) and China Innovationpay Group (8083 HK)

Yuan likely to be stable going into October meetings.
India: Focus on niche manufacturers Essel Propack Ltd (ESEL IN) and Aia Engineering Ltd…


Under the Radar Tech and Mfg Ideas in India and China - Riedel Interview on Bloomberg Daybreak Asia