Be Careful What You Wish For - Naspers To Sell up to US$10bn in Tencent

On The Brink of A Meltdown? USD About to Surge?

Tencent Placement - Huge Deal in Size, Small in Relative Terms - Succumbing to the HoldCo Discount

Tencent and Ping An Levels and Adjustments

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Thematic (Sector/Industry)

Outlook for Asian markets<ul>
<li>We are very positive on Asia at this time.</li>
<li>Continued growth in intra-Asia trade supported by wide-spread business expansion will provide income growth and consumer spending.  All at discounted valuations.</li>
</ul>Impact of Potential Trade Disputes - Announcements vs. Policy<ul>
<li>Markets were very concerned by the US announcement of metals tariffs and subsequent announcement of specific hefty tariffs on Chinese imports.</li>
<li>Very quickly, however, the administration started walking back the…</li>
</ul>

Outlook for Asian markets
We are very positive on Asia at this time.
Continued growth in intra-Asia trade supported by wide-spread business expansion will provide income growth and consumer spending.  All at discounted valuations.
Impact of Potential Trade Disputes - Announcements vs. Policy
Markets were very concerned by the US announcement of metals tariffs and subsequent announcement of specific hefty tariffs on Chinese imports.
Very quickly, however, the administration started walking back the…


Riedel CNBC Interview - Top Picks in Asia, Outlook for Tech and Trade