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
Up-to-date investment decision advice (buy, hold, sell)
Monthly regional and global conference calls
Customized company reports and unlimited on-line access to the program's services.

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.

Please feel free to contact us for complimentary access to our written research.  We want to show you that our unique research flow can add value and help develop a long-term, high value-add relationship.

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)

In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we focus on:<ol><li class="p1">The recent impact the Brexit has had on the global economy,</li><li class="p1">Why the consensus view (that while the eurozone is proving resilient to the turmoil surrounding the Brexit the UK is already suffering greatly and is set to for further pain) is inconsistent with recent evidence in the GCSI</li><li class="p1">Highlight which markets and sectors globally can be expected to outperform through year end. </li></ol>

In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we focus on:The recent impact the Brexit has had on the global economy,Why the consensus view (that while the eurozone is proving resilient to the turmoil surrounding the Brexit the UK is already suffering greatly and is set to for further pain) is inconsistent with recent evidence in the GCSIHighlight which markets and sectors globally can be expected to outperform through year end. 

Why the Consensus Is Wrong on The UK - Strategy Through Year End

Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

Chartonics FX webcast Sunday 14 August 2016 Trade pointsTo view click on this link: <a href="http://www.screencast.com/t/mdn546JX" target="_blank" data-saferedirecturl="https://www.google.com/url?hl=en&amp;q=http://www.screencast.com/t/mdn546JX&amp;source=gmail&amp;ust=1471215924139000&amp;usg=AFQjCNGSANYz4Evr_EpTf9P4rqByO_bZtA">http://www.screencast.com/t/mdn546JX</a> 9:58 min.<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/011/678/original/CPG%20FRONT%20COVER.png?1471130905" class="editor-image img-responsive" data-smartkarma-image-id="11678"><figcaption class="figcaption">FX webcast</figcaption></figure> DXY backing off of 96.50 resistance is finding early USD bid support near the 95 zone. Pullback support at 94.50 but we see support on any spike below 95 followed by renewed USD strength for a fresh test on 96.50. Rising pattern implies a MT rise to 98.50 barring a break below 94.40 (would induce a weaker USD). Macro support remains at 92. We see positive…

Chartonics FX webcast Sunday 14 August 2016 Trade pointsTo view click on this link: http://www.screencast.com/t/mdn546JX 9:58 min.FX webcast DXY backing off of 96.50 resistance is finding early USD bid support near the 95 zone. Pullback support at 94.50 but we see support on any spike below 95 followed by renewed USD strength for a fresh test on 96.50. Rising pattern implies a MT rise to 98.50 barring a break below 94.40 (would induce a weaker USD). Macro support remains at 92. We see positive…

India focused Portfolio Advisory - Exp of 40+years, Das Capital Management and Advisors

Arun Thirumalai

India focused Portfolio Advisory - Exp of 40+years

Das Capital Management and Advisors

Das Capital is a research boutique with an aim to continuously map and plan the investment needs of investors focused on India. We have a six member research team with a combined experience of over 40 years as a part of our investment wing. Our team assisted in the setup of Premji Investments, which was one of India’s first family offices focused to managing Mr.Azim Premji personal wealth. We also serve as a research team to two Indian private equity energy funds “Small is Beautiful” and “KSK Emerging India Energy Fund”.

Market OverviewThe benchmark indices,similar to the month of June, ended on a positive note for the month. After the market showed a slight correction post Brexit, increased liquidity brought about by the ECBs and BOJs bond buying drove the general market upwards due to FIIs making a net investment of Rs.944.77 Cr (Jan-July alone has seen a 78% Yoy jump in investment), with mid caps showing the major gain. This FII optimism also resulted in the rupee appreciating against the dollar. Optimism…

Market OverviewThe benchmark indices,similar to the month of June, ended on a positive note for the month. After the market showed a slight correction post Brexit, increased liquidity brought about by the ECBs and BOJs bond buying drove the general market upwards due to FIIs making a net investment of Rs.944.77 Cr (Jan-July alone has seen a 78% Yoy jump in investment), with mid caps showing the major gain. This FII optimism also resulted in the rupee appreciating against the dollar. Optimism…

Asia Economist and CEO, Centennial Asia Advisors

Manu Bhaskaran

Asia Economist and CEO

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

Macroeconomics

India's Rajya Sabha - the Upper House of Parliament - finally passed the GST Bill. The first key positive is that Prime Minister Modi has finally found a political formula to get reforms passed over the obstructionism of opposition parties in the Upper House which his coalition government does not control. Coming soon after the passing of the Bankruptcy bill, this suggests we could see more reforms in future.The second big positive is that this is an economic game-changer: the GST will unify the…

India's Rajya Sabha - the Upper House of Parliament - finally passed the GST Bill. The first key positive is that Prime Minister Modi has finally found a political formula to get reforms passed over the obstructionism of opposition parties in the Upper House which his coalition government does not control. Coming soon after the passing of the Bankruptcy bill, this suggests we could see more reforms in future.The second big positive is that this is an economic game-changer: the GST will unify the…

India: Long Awaited GST Bill – a Game Changer - Passed

CEO, CIO, ClearMacro

Mike Simcock

CEO, CIO

Strategic & Tactical Asset Allocation Global Macro

ClearMacro

CIO, & CEO ClearMacro Ltd
An institutional investor with over 25 years experience, laterly having spent 10 years at GIC Singapore SWF. Managng Director, managing Global Macro, FIxed Income (Europe) and Global Credit businesses.
Passionate about utilising technology to enhance portfolio idea generation across global, multi-asset classes and optimisation of the investment process.

Fed watching 2.0Automated, systematic  analysis of central bank policy makers offers significant,  actionable insights as iIlustrated by Bank of Japan and the Bank of England with implications for the Yen and GBP.

Fed watching 2.0Automated, systematic  analysis of central bank policy makers offers significant,  actionable insights as iIlustrated by Bank of Japan and the Bank of England with implications for the Yen and GBP.   

India

iShares MSCI India Index ETF is an exchange-traded fund registered in Singapore. The Fund seeks to provide investment results that, before expenses, closely correspond to the performance of the MSCI India Index. The Fund invests all or substantially all of its assets in shares comprising the MSCI India Index in substantially the same weightings as constituted in the underlying index.

iShares MSCI India Index ETF (INDIA SP)

Why the Consensus Is Wrong on The UK - Strategy Through Year End

In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we focus on: The recent impact the Brexit has had on the global...

David Riedel

FX Position Trades

Chartonics FX webcast Sunday 14 August 2016 Trade pointsTo view click on this link: http://www.screencast.com/t/mdn546JX 9:58 min. DXY backing off...

Thomas Schroeder

Market Round-Up for July 2016 & Outlook

Market OverviewThe benchmark indices,similar to the month of June, ended on a positive note for the month. After the market showed a slight...

Das Capital Management and Advisors

India: Long Awaited GST Bill – a Game Changer - Passed

India's Rajya Sabha - the Upper House of Parliament - finally passed the GST Bill. The first key positive is that Prime Minister Modi has finally...

Manu Bhaskaran

Fed Watching 2.0

Fed watching 2.0Automated, systematic analysis of central bank policy makers offers significant, actionable insights as iIlustrated by Bank of...

ClearMacro