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.

Macroeconomics

<p>China: Markets took the downgrade by Moody’s in stride. The main reasons for the downgrade (debt has grown) are known and accepted.  Investors might look back at this in a few years as a turning point but time will tell.<br>Brazil: Temer’s leadership took a hit last week with the release of audio of him interfering in the ‘Car Wash’ investigation. Economic data has remained pretty good but we will have to watch the data - especially confidence data.  There is a major investor conference there next…</p>

China: Markets took the downgrade by Moody’s in stride. The main reasons for the downgrade (debt has grown) are known and accepted.  Investors might look back at this in a few years as a turning point but time will tell. Brazil: Temer’s leadership took a hit last week with the release of audio of him interfering in the ‘Car Wash’ investigation. Economic data has remained pretty good but we will have to watch the data - especially confidence data.  There is a major investor conference there next…

RRG Global Macro - Markets Are Calm - But What Are the Ratings Agencies Trying to Tell Us?