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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Riedel's model focuses on providing clients with unique insights and consulting in addition to unlimited access to all produced research This model allows members to receive exponential benefits for their retainer fees.

Thematic (Sector/Industry)

<ul class="ul1"><li class="li2">Trends in Consumer Sentiment across three key groups of countries is very concerning and clearly illustrate the risk that a Brexit or other blows to consumer sentiment in Europe pose to the global economy.</li></ul><ul class="ul1"><li class="li2">In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we highlight the delicate balance of the global economy going into the June 23rd (Brexit) referendum and outline our recommended asset allocation going into and coming out of the UK's decision. </li></ul>

Trends in Consumer Sentiment across three key groups of countries is very concerning and clearly illustrate the risk that a Brexit or other blows to consumer sentiment in Europe pose to the global economy.In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we highlight the delicate balance of the global economy going into the June 23rd (Brexit) referendum and outline our recommended asset allocation going into and coming out of the UK's decision. 

The Future of the Global Economy Lies in the Hands of a Small Group of Countries

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

The Federal Reserve can be expected to stay on course to normalize interest rate policy through the year as the unemployment rate continues to decline, hourly earnings remain on an upward trend and other economic indicators such as retail sales, house prices and consumer sentiment continue to improve on a trend basis.We expect the pace of rate increases to be very gradual, and see the Federal Funds rate around 1.0% by the end of 2016. The pace of increase will depend on the strength of the US…

The Federal Reserve can be expected to stay on course to normalize interest rate policy through the year as the unemployment rate continues to decline, hourly earnings remain on an upward trend and other economic indicators such as retail sales, house prices and consumer sentiment continue to improve on a trend basis.We expect the pace of rate increases to be very gradual, and see the Federal Funds rate around 1.0% by the end of 2016. The pace of increase will depend on the strength of the US…

US: Federal Reserve to Stay on Course to Normalize Rates

Recently global equity markets have come under stress due to the high degree of uncertainty stemming from US Fed’s recent FOMC meeting, political risk in the US around Trump’s candidacy and the upcoming vote for a Brexit set to take place on June 23rd.  Inaction among four major central banks this week has highlighted the fact that major policy makers are very uncertain about the impact that a potential Brexit may have on the global economy. While the risk of Brexit seems to have faded today the markets may not have fully appreciated the risk to the global economy of a Brexit.The UK economy and consumer sentiment is tightly tied to a number of other European countries which have high consumer sentiment that has been buoying overall consumer sentiment.  Any risk to this group of exuberant countries puts global consumer sentiment at real risk of a sharp drop.

 Recently global equity markets have come under stress due to the high degree of uncertainty stemming from US Fed’s recent FOMC meeting, political risk in the US around Trump’s candidacy and the upcoming vote for a Brexit set to take place on June 23rd.  Inaction among four major central banks this week has highlighted the fact that major policy makers are very uncertain about the impact that a potential Brexit may have on the global economy. While the risk of Brexit seems to have faded today the markets may not have fully appreciated the risk to the global economy of a Brexit.The UK economy and consumer sentiment is tightly tied to a number of other European countries which have high consumer sentiment that has been buoying overall consumer sentiment.  Any risk to this group of exuberant countries puts global consumer sentiment at real risk of a sharp drop.

Global Economy Dodges a Bullet - Brexit Could Cause Global Recession

Asymmetric Payoffs, Thracian Capital Management

Asymmetric Payoffs

Thracian Capital Management

Our sixty-page market commentary for the month of June, including macro analysis and trade ideas across asset classes-- macro, volatility, equities, foreign exchange, commodities and credit / interest rates.

Our sixty-page market commentary for the month of June, including macro analysis and trade ideas across asset classes-- macro, volatility, equities, foreign exchange, commodities and credit / interest rates. 

Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on laptops, iPods or mobile handsets. Generation Hashtag, by contrast, is ‘born digital’.Generation Hashtag has never seen a world without the Internet. They were born into smartphones, social media and the sharing economy. They are technology reliant, hyper-aware and extremely demanding. They are the first generation not to have to read or typed using a computer. For them, it is a world of touch screens filled with constellations of online apps.... and focus on Generation HashtagAged 10 to 24 and numbering about 1.2 billion people worldwide, Generation Hashtag comprises the younger Millennials and the older cohorts of Generation Z. Every year for the next decade, at least one hundred million of them will enter the world of work. They do things differently to previous generations. They will soon become the primary agenda setters for the corporate world, quite literally forcing corporations to re-compile the world using a ‘native digital first’ mindset.

Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on laptops, iPods or mobile handsets. Generation Hashtag, by contrast, is ‘born digital’.Generation Hashtag has never seen a world without the Internet. They were born into smartphones, social media and the sharing economy. They are technology reliant, hyper-aware and extremely demanding. They are the first generation not to have to read or typed using a computer. For them, it is a world of touch screens filled with constellations of online apps.... and focus on Generation HashtagAged 10 to 24 and numbering about 1.2 billion people worldwide, Generation Hashtag comprises the younger Millennials and the older cohorts of Generation Z. Every year for the next decade, at least one hundred million of them will enter the world of work. They do things differently to previous generations. They will soon become the primary agenda setters for the corporate world, quite literally forcing corporations to re-compile the world using a ‘native digital first’ mindset.

Generation Hashtag as an Investment Theme

United States

The Home Depot, Inc. is a home improvement retailer that sells building materials and home improvement products. The Company sells a wide assortment of building materials, home improvement and lawn and garden products and provide a number of services. Home Depot operates throughout the U.S. (including Puerto Rico, the Virgin Islands and Guam), Canada, China, and Mexico.

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Home Depot Inc (HD US)

The Future of the Global Economy Lies in the Hands of a Small Group of Countries

Trends in Consumer Sentiment across three key groups of countries is very concerning and clearly illustrate the risk that a Brexit or other blows...

David Riedel

US: Federal Reserve to Stay on Course to Normalize Rates

The Federal Reserve can be expected to stay on course to normalize interest rate policy through the year as the unemployment rate continues to...

Rajan Govil

Global Economy Dodges a Bullet - Brexit Could Cause Global Recession

Recently global equity markets have come under stress due to the high degree of uncertainty stemming from US Fed’s recent FOMC meeting, political...

David Riedel

Market Commentary (June 2016)

Our sixty-page market commentary for the month of June, including macro analysis and trade ideas across asset classes-- macro, volatility,...

Asymmetric Payoffs

Generation Hashtag as an Investment Theme

Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on...

CM Research

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