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
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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.

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Thematic (Sector/Industry)

China Consumer discretionary / Thematic (Sector/Industry)

A surprisingly poor employment report in the US became the central focus among investors across the globe on Friday. In May the US added just 38,000 jobs, well under the expected 156,000.A poor jobs report has triggered widespread concerns that a weak external environment is starting to feed through to infect the US economy. These concerns reflect the risk of what we define as a ‘bad de-polarization’ playing out in the global economy.Currently the global economy is extremely polarized (there is a large divergence between the health of the worlds strongest and weakest economies). As the global economy de-polarizes the health of the weakest economies will rise to converge with that of the strongest economies (a good de-polarization) or vice versa.

A surprisingly poor employment report in the US became the central focus among investors across the globe on Friday. In May the US added just 38,000 jobs, well under the expected 156,000.A poor jobs report has triggered widespread concerns that a weak external environment is starting to feed through to infect the US economy. These concerns reflect the risk of what we define as a ‘bad de-polarization’ playing out in the global economy.Currently the global economy is extremely polarized (there is a large divergence between the health of the worlds strongest and weakest economies). As the global economy de-polarizes the health of the weakest economies will rise to converge with that of the strongest economies (a good de-polarization) or vice versa.

China National Building Material (3323 HK)

Zhejiang Longsheng Group Co., (600352 CH)

Inner Mongolia Yili Industrial Group (A) (600887 CH)

Inner Mongolia Baotou Steel Union (600010 CH)

Jiangsu Protruly Technology Group (600074 CH)

Inner Mngl Jnzhng Eng & Cmci Gp (601216 CH)

Chinese Universe Publishing&Media (600373 CH)

Meinian Onehealth Healthcare H (002044 CH)

China Tourism Group Duty Free Corp Ltd (601888 CH)

China Northern Rare Earth Group High-Tech (600111 CH)

China Northern Rare Earth Group High-Tech

Chongqing Changan Automobile Company (200625 CH)

Shenzhen Overseas Chinese (A) (000069 CH)

Foshan Haitian Flavouring & Food (603288 CH)

Kingenta Ecological Enginering Gp (002470 CH)

Songcheng Performance Development (300144 CH)

Belle International Holdings (2129452D HK)

Jiangsu Kangde Xin Composite Mtrl Co (002450 CH)

Zhejiang Zhongcheng Packing Mtrl (002522 CH)

Henan Shuanghui Investment & Development (000895 CH)

Wens Foodstuff Group Co., Ltd. (300498 CH)

Bad Jobs Report Good For Some EMs, Great For Others