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:

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Macroeconomics

<p>Changes in commodity prices, the outlook for U.S. rates and inflation have shuffled the deck in emerging market investing.</p><p>Emerging market equities, currencies and fixed-income had the wind at their backs in recent months as expectations for global growth rose and markets marched higher. This has started to shift, however, and while the medium and longer-term outlook for EM investing remains strong there are some near-term headwinds.</p><p><strong>Markets Absorb Fed Hike Smoothly – What to Watch Next</strong></p><p>Markets…</p>

Changes in commodity prices, the outlook for U.S. rates and inflation have shuffled the deck in emerging market investing.Emerging market equities, currencies and fixed-income had the wind at their backs in recent months as expectations for global growth rose and markets marched higher. This has started to shift, however, and while the medium and longer-term outlook for EM investing remains strong there are some near-term headwinds.Markets Absorb Fed Hike Smoothly – What to Watch NextMarkets…

Near-Term Opportunities and Threats in Emerging Markets - Who Benefits from Commodity Weakness?

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

Thematic (Sector/Industry)

<ul><li>State Assembly elections across Uttar Pradesh, Punjab, Uttarakhand, Manipur and Goa produced a huge victory for Prime Minister Modi's BJP-led NDA Alliance. The NDA alliance will form the government in 4 of the 5 states.</li><li>Despite suffering a setback in Punjab, allowing the INC to make a comeback, the BJP now rules 15 of India's 29 states. With a majority of state governments under BJP rule in addition to a resounding victory in the populous state of Uttar Pradesh, Modi is shaping up to be the most powerful Prime Minister in recent Indian history.</li><li>We believe that as Modi remains motivated to seek re-election for a second term, he will interpret the BJP's win as a signal to return reformation momentum to the Indian economy.</li></ul>

State Assembly elections across Uttar Pradesh, Punjab, Uttarakhand, Manipur and Goa produced a huge victory for Prime Minister Modi's BJP-led NDA Alliance. The NDA alliance will form the government in 4 of the 5 states.Despite suffering a setback in Punjab, allowing the INC to make a comeback, the BJP now rules 15 of India's 29 states. With a majority of state governments under BJP rule in addition to a resounding victory in the populous state of Uttar Pradesh, Modi is shaping up to be the most powerful Prime Minister in recent Indian history.We believe that as Modi remains motivated to seek re-election for a second term, he will interpret the BJP's win as a signal to return reformation momentum to the Indian economy.

India: Modi the Most Powerful Prime Minister in Recent Indian History

Specialist in Indian Banking and Economic Research

Hemindra Hazari

<p>Post the Bharatiya Janata Party’s (BJP) decisive victory in the Uttar Pradesh (UP) state elections, alarm bells have commenced tolling in the capital market.  The cause for concern is the BJP’s promise to the UP electorate to waive off all farm loans and provide fresh loans at zero per cent interest. Media, capital market analysts and prominent bankers have jumped on the bandwagon of moral hazard, ruining the loan payment discipline amongst farmers and apprehensions that the sacrosanct fiscal deficit may be breached as a consequence of such ‘populist’ policies. The BJP electoral promise raises some issues which need to be explored further on whether the central government has the fiscal space to provide for a total farm waiver and whether the criticism of moral hazard is credible.</p>

Post the Bharatiya Janata Party’s (BJP) decisive victory in the Uttar Pradesh (UP) state elections, alarm bells have commenced tolling in the capital market.  The cause for concern is the BJP’s promise to the UP electorate to waive off all farm loans and provide fresh loans at zero per cent interest. Media, capital market analysts and prominent bankers have jumped on the bandwagon of moral hazard, ruining the loan payment discipline amongst farmers and apprehensions that the sacrosanct fiscal deficit may be breached as a consequence of such ‘populist’ policies. The BJP electoral promise raises some issues which need to be explored further on whether the central government has the fiscal space to provide for a total farm waiver and whether the criticism of moral hazard is credible.

U.P. Loan Waiver: 'Populist' or a Necessity?

Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

REAL-Economics.com

<p><strong>-India's exports were up 17.5% YoY in February 2017, accelerating sharply from the mild deceleration in October-January, and signalling an end to any disruptions arising from the note ban. Non-oil imports were up 13% YoY in February, an early sign of a clear turnaround in domestic demand. With the goods and services trade deficit down 24% YoY in the last 11 months, there will be a small current account surplus in FY2016/17, which has helped make the rupee one of the best performing currencies in</strong>…</p>

-India's exports were up 17.5% YoY in February 2017, accelerating sharply from the mild deceleration in October-January, and signalling an end to any disruptions arising from the note ban. Non-oil imports were up 13% YoY in February, an early sign of a clear turnaround in domestic demand. With the goods and services trade deficit down 24% YoY in the last 11 months, there will be a small current account surplus in FY2016/17, which has helped make the rupee one of the best performing currencies in…

Demonetization's Fading Impact: Exports, Imports and Motor-Vehicle Sales Rebound

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

<h2>Headlines</h2><ul>
<li>Laundry care records current value growth of 9% in 2016 to reach INR205 billion in 2016</li>
<li>With increasing awareness, consumers are shifting from bar to powder detergents driving growth</li>
<li>The average unit price increases by 5% in current value terms in 2016 due to increasing inflation</li>
<li>Hindustan Unilever Ltd leads laundry care with a value share of 37% in 2016</li>
<li>Laundry care in India is expected to record a value CAGR of 2% at constant 2016 prices during the forecast period</li>
</ul><figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/022/657/original/market%20size%20laundry%20care%20india%2011-16.png?1489628435" class="editor-image img-responsive" data-smartkarma-image-id="22657"></figure><h2>Competitive Landscape</h2><ul><li>…</li></ul>

Headlines
Laundry care records current value growth of 9% in 2016 to reach INR205 billion in 2016
With increasing awareness, consumers are shifting from bar to powder detergents driving growth
The average unit price increases by 5% in current value terms in 2016 due to increasing inflation
Hindustan Unilever Ltd leads laundry care with a value share of 37% in 2016
Laundry care in India is expected to record a value CAGR of 2% at constant 2016 prices during the forecast period
Competitive Landscape…

India

iShares MSCI India ETF is an exchange-traded fund incorporated in the USA. The ETF seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI India Index.

iShares MSCI India ETF (INDA US)

Near-Term Opportunities and Threats in Emerging Markets - Who Benefits from Commodity Weakness?

Changes in commodity prices, the outlook for U.S. rates and inflation have shuffled the deck in emerging market investing.Emerging market equities,...

David Riedel

India: Modi the Most Powerful Prime Minister in Recent Indian History

State Assembly elections across Uttar Pradesh, Punjab, Uttarakhand, Manipur and Goa produced a huge victory for Prime Minister Modi's BJP-led NDA...

Manu Bhaskaran

U.P. Loan Waiver: 'Populist' or a Necessity?

Post the Bharatiya Janata Party’s (BJP) decisive victory in the Uttar Pradesh (UP) state elections, alarm bells have commenced tolling in the...

Hemindra Hazari

Demonetization's Fading Impact: Exports, Imports and Motor-Vehicle Sales Rebound

-India's exports were up 17.5% YoY in February 2017, accelerating sharply from the mild deceleration in October-January, and signalling an end to...

Prasenjit K. Basu

Sector Capsule: Laundry Care in India

Headlines Laundry care records current value growth of 9% in 2016 to reach INR205 billion in 2016 With increasing awareness, consumers are shifting...

Euromonitor International Ltd.