Recent Riedel Interview Highlights Opportunities in Emerging Markets - Especially Asia

October Surprises in Europe and Asia Will Challenge Investors

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

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Thematic (Sector/Industry)

China & turkey / Thematic (Sector/Industry)

<ul>
<li>Poland/Czech/Hungary: Core economies of CEE are enjoying good growth and strength in equities and debt. Growth in exports to EU has boosted outlook</li>
<li>China: The consolidation of power around President Xi for his second 5 year term went further than most expected. Don’t hold your breath for reform as he seems set to tighten Beijing's grip on online activity, media and individuals.</li>
<li>Brazil: The central bank indicated that they will lower rates to all-time low in November in order to save the nascent…</li>
</ul>


Poland/Czech/Hungary: Core economies of CEE are enjoying good growth and strength in equities and debt. Growth in exports to EU has boosted outlook
China: The consolidation of power around President Xi for his second 5 year term went further than most expected. Don’t hold your breath for reform as he seems set to tighten Beijing's grip on online activity, media and individuals.
Brazil: The central bank indicated that they will lower rates to all-time low in November in order to save the nascent…


President Xi Interest in Reform Falls as Power Grows - Impact of Kurdish Moves on Turkish Co.s