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 our <a href="http://riedelresearch.us1.list-manage2.com/track/click?u=7239ddbe561696f3ab3b55a2c&amp;id=8551eb29f4&amp;e=e55ce1422e" target="_blank">“China RRR Reduction is a Mistake”</a> released in early 2016 we began to outline the Chinese government's misguided shift away from deleveraging and towards stimulating growth.We expected misplaced stimulus would drive local Chinese investors into a state of exuberance and result in growing financial imbalances.In line with our expectations local Chinese investors entered into a state of exuberance in April 2016 as indicated by our Investor Rationality Indicator, See <a href="http://riedelresearch.us1.list-manage2.com/track/click?u=7239ddbe561696f3ab3b55a2c&amp;id=65fad6d86a&amp;e=e55ce1422e" target="_blank">here</a>. Coinciding with the exuberant state of local investors it has become apparent that a number of financial imbalances have formed.Surging house prices in Shanghai and Shenzhen along with extremely elevated valuations among small-cap high-growth Chinese stocks best reflect the growing imbalances.Following a period of misplaced stimulus Chinese policy makers have began to make moves to limit the fallout.

In our “China RRR Reduction is a Mistake” released in early 2016 we began to outline the Chinese government's misguided shift away from deleveraging and towards stimulating growth.We expected misplaced stimulus would drive local Chinese investors into a state of exuberance and result in growing financial imbalances.In line with our expectations local Chinese investors entered into a state of exuberance in April 2016 as indicated by our Investor Rationality Indicator, See here. Coinciding with the exuberant state of local investors it has become apparent that a number of financial imbalances have formed.Surging house prices in Shanghai and Shenzhen along with extremely elevated valuations among small-cap high-growth Chinese stocks best reflect the growing imbalances.Following a period of misplaced stimulus Chinese policy makers have began to make moves to limit the fallout.

China Policy Makers Move to Limit Fallout From Misplaced Stimulus