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.

Macroeconomics

The Trump/Xi Florida summit this week has been rattled by the latest news that Pyongyang may have launched a ballistic missile towards Japan.Containing North Korea's nuclear weapons ambitions will be a top subject at the summit and could provide the most significant positive outcome from this meeting.Trade and currency issues with China play well to Trump's base in the US but as we outline below are rhetoric tied to China of the past rather than issues of now and in the future.The most market…

The Trump/Xi Florida summit this week has been rattled by the latest news that Pyongyang may have launched a ballistic missile towards Japan.Containing North Korea's nuclear weapons ambitions will be a top subject at the summit and could provide the most significant positive outcome from this meeting.Trade and currency issues with China play well to Trump's base in the US but as we outline below are rhetoric tied to China of the past rather than issues of now and in the future.The most market…

Trump/Xi Summit in the Wake of North Korea's Sabre-Rattling - Issues and Opportunities

Economist, Centennial Asia Advisors

Jason Tan

Economist

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

<ul>
<li>With the Fed’s preferred measure of inflation growing above its 2% target for the first time in 5 years, the Conference Board Consumer Confidence index leaping 9.5 points in March to its highest level since December 2000, home prices growing at its fastest pace in 4 years and personal spending growing steadily despite some easing of late, there is simply no reason for ultra-loose monetary conditions to persist.</li>
<li>That is why a former dove, Eric Rosengren, President of the Boston Federal Reserve…</li>
</ul>


With the Fed’s preferred measure of inflation growing above its 2% target for the first time in 5 years, the Conference Board Consumer Confidence index leaping 9.5 points in March to its highest level since December 2000, home prices growing at its fastest pace in 4 years and personal spending growing steadily despite some easing of late, there is simply no reason for ultra-loose monetary conditions to persist.
That is why a former dove, Eric Rosengren, President of the Boston Federal Reserve…


Steady Drumbeat of Good Economic Data Sparking Fed Debate

Chief Economist & Political Strategist, CrossASEAN Research

Prasenjit K. Basu

Chief Economist & Political Strategist

REAL-Economics.com

-Ineptitude 1.0 was market-supportive because it meant that protectionist, xenophobic and alliance-disrupting policies could not be implemented in a hurry. -The collapse of Trumpcare (or the promise "to repeal and replace Obamacare on Day 1") signals the advent of Ineptitude 2.0, which will be more toxic for markets, because it means that major tax reductions are likely to be unimplementable in 2017. The Freedom Caucus opposed Trumpcare, and will oppose any tax reform that includes a border tax…

-Ineptitude 1.0 was market-supportive because it meant that protectionist, xenophobic and alliance-disrupting policies could not be implemented in a hurry. -The collapse of Trumpcare (or the promise "to repeal and replace Obamacare on Day 1") signals the advent of Ineptitude 2.0, which will be more toxic for markets, because it means that major tax reductions are likely to be unimplementable in 2017. The Freedom Caucus opposed Trumpcare, and will oppose any tax reform that includes a border tax…

The Trump Ineptitude Trade: Over or Just Beginning?

Amareos

Ryan Shea

Thematic (Sector/Industry)

Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble occurs when the price of an asset is significantly overvalued making it increasingly difficult to justify based on underlying fundamentals. In such situations it is the overriding optimism of the crowd, with unrealistically high expectations, that acts as the propellant for further gains. Ten years on from the bursting of the US housing market…

Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble occurs when the price of an asset is significantly overvalued making it increasingly difficult to justify based on underlying fundamentals. In such situations it is the overriding optimism of the crowd, with unrealistically high expectations, that acts as the propellant for further gains. Ten years on from the bursting of the US housing market…

The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?

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

Three quick takeaways from the annual 2016 data on commercial property sales transactions - income producing assets in office, retail, industrial, apartment and hotel sectors, excluding the development sites. Select data/charts courtesy of our data partner <a href="http://www.rcanalytics.com" target="_blank">Real Capital Analytics</a>:1. GLOBAL DOLLAR VOLUMES DOWNFor the first time since 2009, the global volumes declined overall and across the major regions. Low interest rates had clearly given a boost to volumes over the past 7 years, with the rich…

Three quick takeaways from the annual 2016 data on commercial property sales transactions - income producing assets in office, retail, industrial, apartment and hotel sectors, excluding the development sites. Select data/charts courtesy of our data partner Real Capital Analytics:1. GLOBAL DOLLAR VOLUMES DOWNFor the first time since 2009, the global volumes declined overall and across the major regions. Low interest rates had clearly given a boost to volumes over the past 7 years, with the rich…

Global Capital Trends In Real Estate In 2016

United States

SPDR S&P 500 ETF Trust is an exchange-traded fund incorporated in the USA. The ETF tracks the S&P 500 Index. The Trust consists of a portfolio representing all 500 stocks in the S&P 500 Index. It holds predominantly large-cap U.S. stocks. This ETF is structured as a Unit Investment Trust and pays dividends on a quarterly basis. The holdings are weighted by market capitalization.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

SPDR S&P 500 (SPY US)

Trump/Xi Summit in the Wake of North Korea's Sabre-Rattling - Issues and Opportunities

The Trump/Xi Florida summit this week has been rattled by the latest news that Pyongyang may have launched a ballistic missile towards...

David Riedel

Steady Drumbeat of Good Economic Data Sparking Fed Debate

With the Fed’s preferred measure of inflation growing above its 2% target for the first time in 5 years, the Conference Board Consumer Confidence...

Jason Tan

The Trump Ineptitude Trade: Over or Just Beginning?

-Ineptitude 1.0 was market-supportive because it meant that protectionist, xenophobic and alliance-disrupting policies could not be implemented in...

Prasenjit K. Basu

The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?

Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...

Amareos

Global Capital Trends In Real Estate In 2016

Three quick takeaways from the annual 2016 data on commercial property sales transactions - income producing assets in office, retail, industrial,...

Robert Ciemniak

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)