Trump’s Trade War Approach Plays to China’s Strengths

Turkey, Tesla and Trade Rattle Emerging Markets

New Additions to RRG Proprietary Governance Scoring System Highlights Weak Governance in Japan

What You Don't See At Market Bottoms: Return of Giddiness

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Fed Ignores EM Pain, as Dollar Rally Accelerates…

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Thematic (Sector/Industry)

India: Industrial production in April rose 4.9% y/y but inflation also accelerated to nearly 5%. Recent trends in economic growth have been strong with 1Q GDP growth of 7.7%. Turkey: Critical elections are just a week away. If the opposition wins watch for market strength and a significant shift towards central bank independence.  Brazil: Despite equity and currency weakness the economic fundamentals are actually getting better in Brazil.  We believe that Brazil is currently oversold given the…

India: Industrial production in April rose 4.9% y/y but inflation also accelerated to nearly 5%. Recent trends in economic growth have been strong with 1Q GDP growth of 7.7%. Turkey: Critical elections are just a week away. If the opposition wins watch for market strength and a significant shift towards central bank independence.  Brazil: Despite equity and currency weakness the economic fundamentals are actually getting better in Brazil.  We believe that Brazil is currently oversold given the…

Inflation Ticking Up Globally - Some Major EMs Are Oversold