Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

<ul><li>The US economy is expected to get a boost in 2017 through increased infrastructure spending and a lowering of corporate tax rates with the election of Donald Trump as the next US President</li><li>The Federal Reserve has signalled its intent to resume a gradual pace of rate increases going forward.</li><li>The dollar has strengthened with an expectation of higher fiscal impulse through government spending and tax cuts, the Fed is expected to continue tightening with higher growth and inflation expectations.</li></ul>

The US economy is expected to get a boost in 2017 through increased infrastructure spending and a lowering of corporate tax rates with the election of Donald Trump as the next US PresidentThe Federal Reserve has signalled its intent to resume a gradual pace of rate increases going forward.The dollar has strengthened with an expectation of higher fiscal impulse through government spending and tax cuts, the Fed is expected to continue tightening with higher growth and inflation expectations.

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)

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<li>
Russia: Trump presidency, likely lifting of western sanctions and a stabilizing economy boost prospects for Russia.</li>
<li>
Mexico: Fitch downgrades outlook to ‘negative; on concerns about growth and challenges to public finances.</li>
<li>
China: CPI of 2.3% was higher than expected but still below 3% target.</li>
</ul>The US Fed outlook for three rate hikes in 2017 is based on flawed assumptions.  They are expecting that the US economy in 2017 is similar to the back half of 2016.  We believe this is a flawed assumption as…



Russia: Trump presidency, likely lifting of western sanctions and a stabilizing economy boost prospects for Russia.

Mexico: Fitch downgrades outlook to ‘negative; on concerns about growth and challenges to public finances.

China: CPI of 2.3% was higher than expected but still below 3% target.
The US Fed outlook for three rate hikes in 2017 is based on flawed assumptions.  They are expecting that the US economy in 2017 is similar to the back half of 2016.  We believe this is a flawed assumption as…

US Fed 2017 Rate Hike Outlook Based on Flawed Assumptions

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Increasingly, Thai markets are expected to be more turbulent in 2017 than they had been in this year. With Renzi's defeat, most of the press also pointed to possible breakup (at least a partial one) of the Euro bloc with the upcoming Dutch and French elections. In this review, we also discuss the recent acquisitions of two digital TV channels by top ranked Thai-coons. In conclusion,<ul><li>we see significant downside on Thai equities during the first half on capital outflows and negative market shocks. However, we also explain the silver lining that could lead to significant upside in H2'17.</li><li>with the emergence of these new Thai-coons in the media sector, we think there is little let down on the intensity of competition. However, the status quo will hardly change given their inexperience relative to already strong platforms such as BEC, Channel 7, and MONO.</li></ul>

Increasingly, Thai markets are expected to be more turbulent in 2017 than they had been in this year. With Renzi's defeat, most of the press also pointed to possible breakup (at least a partial one) of the Euro bloc with the upcoming Dutch and French elections. In this review, we also discuss the recent acquisitions of two digital TV channels by top ranked Thai-coons. In conclusion,we see significant downside on Thai equities during the first half on capital outflows and negative market shocks. However, we also explain the silver lining that could lead to significant upside in H2'17.with the emergence of these new Thai-coons in the media sector, we think there is little let down on the intensity of competition. However, the status quo will hardly change given their inexperience relative to already strong platforms such as BEC, Channel 7, and MONO.

Times of Trouble: Italy, Europe, & Digital TV

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.

Given the wide popularity of making all types of travel bookings online, the travel industry continues to be one of the industries most impacted by the rise of the connected consumer. Online travel sales are continuing to outpace the industry’s overall growth rates. Countries such as China and South Korea are appealing to the mobile-first mindset of today’s traveler. As a result of this need to design travel offerings with the digital consumer in mind, Euromonitor International set out to explore market nuances in order to pinpoint five of the most promising countries for digitalgrowth in the travel industry:

Given the wide popularity of making all types of travel bookings online, the travel industry continues to be one of the industries most impacted by the rise of the connected consumer. Online travel sales are continuing to outpace the industry’s overall growth rates. Countries such as China and South Korea are appealing to the mobile-first mindset of today’s traveler. As a result of this need to design travel offerings with the digital consumer in mind, Euromonitor International set out to explore market nuances in order to pinpoint five of the most promising countries for digitalgrowth in the travel industry:

Five Key Travel Markets to Watch for Digital Growth

In this review, we highlight 5 Thai stocks that could potentially do well in the Donald December 2016, the last Christmas Obama will get to celebrate from the White House. In terms of updates, we collected news and snippets from NY Times and other publications about who the potential Trump cabinet could include in 2017. Honestly, the actual composition of the Cabinet is unlikely to have much impact on Thai equities, but MCorp Review has followed the US elections for so long it makes sense to go…

In this review, we highlight 5 Thai stocks that could potentially do well in the Donald December 2016, the last Christmas Obama will get to celebrate from the White House. In terms of updates, we collected news and snippets from NY Times and other publications about who the potential Trump cabinet could include in 2017. Honestly, the actual composition of the Cabinet is unlikely to have much impact on Thai equities, but MCorp Review has followed the US elections for so long it makes sense to go…

United States

SPDR Dow Jones Industrial Average ETF Trust is an exchange-traded fund incorporated in the USA. The ETF tracks the Dow Jones Industrial Average Index. The ETF holds the 30 large-cap US stocks that represent the Index. This ETF is registered as a Unit Investment trust and pays a monthly dividend representing dividends paid by the underlying stocks. The ETF's holdings are price weighted.

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SPDR DJIA Trust (DIA US)

Marketnomix Insights : United States

The US economy is expected to get a boost in 2017 through increased infrastructure spending and a lowering of corporate tax rates with the...

Rajan Govil

US Fed 2017 Rate Hike Outlook Based on Flawed Assumptions

Russia: Trump presidency, likely lifting of western sanctions and a stabilizing economy boost prospects for Russia. Mexico: Fitch downgrades...

David Riedel

Times of Trouble: Italy, Europe, & Digital TV

Increasingly, Thai markets are expected to be more turbulent in 2017 than they had been in this year. With Renzi's defeat, most of the press also...

Athaporn Arayasantiparb, CFA

Five Key Travel Markets to Watch for Digital Growth

Given the wide popularity of making all types of travel bookings online, the travel industry continues to be one of the industries most impacted by...

Euromonitor International Ltd.

5 Stock Picks for Santa Trump

In this review, we highlight 5 Thai stocks that could potentially do well in the Donald December 2016, the last Christmas Obama will get to...

Athaporn Arayasantiparb, CFA

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