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Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Thematic (Sector/Industry)

<ul>
<li>Smaller Distractions Rather Than Major Storms - Opportunities in Asia</li>
<li>Russia: Lowered its benchmark one-week repo rate by 25bps to 7.25% on March 23. 5th consecutive cut. Inflation remains low. Recent jailing of head of major conglomerate has spooked markets.</li>
<li>Vietnam: GDP growth is solid above 7% partially because of strong tourist arrivals (up 34% YoY in February).</li>
<li>Brazil: The current account balance in February came in with a positive $0.3 billion vs. a deficit of $4.3 billion in January.  Watch…</li>
</ul>


Smaller Distractions Rather Than Major Storms - Opportunities in Asia
Russia: Lowered its benchmark one-week repo rate by 25bps to 7.25% on March 23. 5th consecutive cut. Inflation remains low. Recent jailing of head of major conglomerate has spooked markets.
Vietnam: GDP growth is solid above 7% partially because of strong tourist arrivals (up 34% YoY in February).
Brazil: The current account balance in February came in with a positive $0.3 billion vs. a deficit of $4.3 billion in January.  Watch…


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