Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Thematic (Sector/Industry)

Vietnam & south africa / Thematic (Sector/Industry)

<p>Could Complacency and Market Stability Last All Year? Probably Not - Position into Growth Markets</p><ol>
<li>Vietnam: Economy doing well on strong retail sales and tourist arrivals.  We have seen this market take off very quickly in the past.</li>
<li>South Africa: Zuma dodged a vote of no-confidence but it is unclear how long he can hold on.  Currency could strengthen if investors start to plan for Zuma's exit.  International investors could benefit from a rise in the currency and equities like they did in Brazil in…</li>
</ol>

Could Complacency and Market Stability Last All Year? Probably Not - Position into Growth Markets
Vietnam: Economy doing well on strong retail sales and tourist arrivals.  We have seen this market take off very quickly in the past.
South Africa: Zuma dodged a vote of no-confidence but it is unclear how long he can hold on.  Currency could strengthen if investors start to plan for Zuma's exit.  International investors could benefit from a rise in the currency and equities like they did in Brazil in…


RRG Global Macro Insights - Could Vietnam and South Africa Surprise Us in 2017?