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 September the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 115.2 , just under the threshold of 116 indicating consumers are in a state of panic. Recall, the plunge seen in the CSI seen during August was due to the panic caused by severe flooding across parts of China and did not reflect actual deterioration in the economy. This was indicated as the Current Index (reflecting how consumers are perceiving the current state of the economy) actually increased slightly in…

In September the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 115.2 , just under the threshold of 116 indicating consumers are in a state of panic. Recall, the plunge seen in the CSI seen during August was due to the panic caused by severe flooding across parts of China and did not reflect actual deterioration in the economy. This was indicated as the Current Index (reflecting how consumers are perceiving the current state of the economy) actually increased slightly in…

Consumer Sentiment in China Recovers in September As Panic from Massive Floods Begins to Dissipate

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

By allowing couples to have up to two children China hopes to reverse its likely population decline. But falling fertility and the pressures of urban living mean that existing policies are unlikely to deliver a baby boom.

By allowing couples to have up to two children China hopes to reverse its likely population decline. But falling fertility and the pressures of urban living mean that existing policies are unlikely to deliver a baby boom.

Falling Fertility Adds to China's Population Woes

The vote-buying scandal in Liaoning province shows no sign of abating. Now it appears that local officials ignored requests by Beijing to ensure the election of particular officials. And it seems that Liaoning-style vote buying may be more widespread.

The vote-buying scandal in Liaoning province shows no sign of abating. Now it appears that local officials ignored requests by Beijing to ensure the election of particular officials. And it seems that Liaoning-style vote buying may be more widespread.

No End in Sight to China's Vote-Buying Scandal

Founder-CEO & Chief Analyst, Real Estate Foresight

Robert Ciemniak

Founder-CEO & Chief Analyst

Real Estate Foresight

Since 2012, REF has been helping investors with market research, project due diligence, and strategy development. This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities. The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used in REF analytics and reports.

Predictive Analytics for China Property

New home purchase and credit restrictions were introduced in select Chinese cities at the end of September and the beginning of October in response to <a href="https://www.smartkarma.com/insights/china-house-prices-accelerating-16-6-y-y-in-sep-vs-13-8-in-aug-soufun-creis-100-cities-index" target="_blank">strong house price growth in major cities</a>. In this property cycle, the tightening measures have been highly targeted and differentiated between cities, with central government so far not imposing any China-wide rules and leaving the policy decisions in the hands of local authorities.Following earlier select restrictions on purchases of homes and…

New home purchase and credit restrictions were introduced in select Chinese cities at the end of September and the beginning of October in response to strong house price growth in major cities. In this property cycle, the tightening measures have been highly targeted and differentiated between cities, with central government so far not imposing any China-wide rules and leaving the policy decisions in the hands of local authorities.Following earlier select restrictions on purchases of homes and…

China Property - New Wave Of Home Purchase Restrictions

EM PM, Ecstrat

Emad Mostaque

EM PM

Ecstrat

Ecstrat is a consultancy advising on asset allocation between global equity markets, with a focus on the intersection of governments, geopolitics, governance and markets.
 
Over the past few years and more especially since the Great Financial Crisis (GFC), investors have become more focused on short-term market movements and real-time returns and have consequently neglected the analysis of the underlying structural themes that underpin longer term performance.
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More specifically we believe that the evolution of governance-based relationships between investors, controlling shareholders, labour and the state is one of the primary determinants of both relative and absolute performance between individual equity markets.
 
We will endeavour to provide investors with some of the context surrounding governance-related issues which encompass many different disciplines including history, economics and political science, as well as the financial metrics which are the most obvious manifestation of the structural characteristics of each market.
 
We will pay particular attention to the shifts and potential inflection points for governance in individual markets as these are often the best lead indicators for both economic and market performance.

Senate and Congress have overridden President Obama's veto on the Justice Against Sponsors of Terrorism (JASTA) legislation, designed to allow families of victims of terror attacks on US soil to sue any member of foreign governments (specifically the Saudi government) for support of these acts.The stripping of sovereign immunity will have profound implications for global geopolitics and the increasingly strained relationship of Gulf states and their traditional Western allies, particularly at a time when the USA is pivoting away from the Middle East towards the perceived increasing threat in Asia.

Senate and Congress have overridden President Obama's veto on the Justice Against Sponsors of Terrorism (JASTA) legislation, designed to allow families of victims of terror attacks on US soil to sue any member of foreign governments (specifically the Saudi government) for support of these acts.The stripping of sovereign immunity will have profound implications for global geopolitics and the increasingly strained relationship of Gulf states and their traditional Western allies, particularly at a time when the USA is pivoting away from the Middle East towards the perceived increasing threat in Asia.

China

iShares MSCI China ETF is an exchange-traded fund incorporated in the USA. The ETF seeks to track the performance of the MSCI China Index. The Index is a free float adjusted market cap weighted index designed to measure the performance of equity securities in the top 85% in market cap of Chinese equity markets, as represented by the A-Shares, H-Shares, B-Shares, Red Chips, & P-Chips.

iShares MSCI China ETF (MCHI US)

Consumer Sentiment in China Recovers in September As Panic from Massive Floods Begins to Dissipate

In September the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 115.2 , just under the threshold of 116 indicating consumers...

David Riedel

Falling Fertility Adds to China's Population Woes

By allowing couples to have up to two children China hopes to reverse its likely population decline. But falling fertility and the pressures of...

Bixmoor

No End in Sight to China's Vote-Buying Scandal

The vote-buying scandal in Liaoning province shows no sign of abating. Now it appears that local officials ignored requests by Beijing to ensure...

Bixmoor

China Property - New Wave Of Home Purchase Restrictions

New home purchase and credit restrictions were introduced in select Chinese cities at the end of September and the beginning of October in response...

Robert Ciemniak

JASTA Will Push Saudi East

Senate and Congress have overridden President Obama's veto on the Justice Against Sponsors of Terrorism (JASTA) legislation, designed to allow...

Emad Mostaque