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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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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Thematic (Sector/Industry)

<ul>
<li>China: Economy remains very, very strong with solid markets overseas and good growth at home. Large US trade deficit for 2017.</li>
<li>Mexico: Reports this week of sharp declines in auto sales. Perhaps signs of a weakening consumer outlook in Mexico. Something to watch as inflation there climbs and NAFTA comes back into focus.</li>
<li>South Africa: Mining production increased YoY in late 2017. Currency has been strong since political tensions eased in late 2017.</li>
</ul><p>Riedel Research Group Global Macro Weekly - Trumps…</p>


China: Economy remains very, very strong with solid markets overseas and good growth at home. Large US trade deficit for 2017.
Mexico: Reports this week of sharp declines in auto sales. Perhaps signs of a weakening consumer outlook in Mexico. Something to watch as inflation there climbs and NAFTA comes back into focus.
South Africa: Mining production increased YoY in late 2017. Currency has been strong since political tensions eased in late 2017.
Riedel Research Group Global Macro Weekly - Trumps…

After a Rocky Week for US Foreign Policy Davos and Korea Provide and Opportunity - Will Trump Act?

Mexico

Fomento Economico Mexicano, S.A.B. de C.V. (FEMSA) is a Company that through its subsidiaries produces, distributes and markets non-alcoholic beverages throughout Latin America as part of the Coca-Cola system. The Company owns and operates convenience stores in Mexico and Colombia and holds a stake in Heineken.

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Fomento Economico Mexicano SAB (FMX US)

After a Rocky Week for US Foreign Policy Davos and Korea Provide and Opportunity - Will Trump Act?

China: Economy remains very, very strong with solid markets overseas and good growth at home. Large US trade deficit for 2017. Mexico: Reports...

David Riedel

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