New Additions to RRG Proprietary Governance Scoring System Highlights Weak Governance in Japan

RRG Proprietary Measure of Sentiment @ Unsustainable Level - Set to Fall Dragging Equities Lower

Riedel Bloomberg Interview Focuses on Best EM Opportunities Now and Outlook for 2019

Trump’s Trade War Approach Plays to China’s Strengths

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Thematic (Sector/Industry)

Brazil Consumer discretionary / Thematic (Sector/Industry)

<ul>
<li>Russia: CPI in July rose 2.5% y/y vs. 2.3% in June. It was the highest rate since last December mainly due to a rebound in food prices.. </li>
<li>Mexico: May saw 3.7% y/y decline in automobile production and 5.5% drop in car exports. Is this weakening on the US side?</li>
<li>India: IMF’s mission chief for India, highlighted growth forecast at 7.3 percent in the fiscal year through March 2019 and 7.5 percent in the year after that.</li>
<li>Summer Doldrums Broken By Storm in EM - Step Aside Until the Markets Stabilize…</li>
</ul>


Russia: CPI in July rose 2.5% y/y vs. 2.3% in June. It was the highest rate since last December mainly due to a rebound in food prices.. 
Mexico: May saw 3.7% y/y decline in automobile production and 5.5% drop in car exports. Is this weakening on the US side?
India: IMF’s mission chief for India, highlighted growth forecast at 7.3 percent in the fiscal year through March 2019 and 7.5 percent in the year after that.
Summer Doldrums Broken By Storm in EM - Step Aside Until the Markets Stabilize…


Turkey, Tesla and Trade Rattle Emerging Markets