Riedel CNBC Interview - Opportunities in EM During Market Volatility

Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Thematic (Sector/Industry)

China Energy / Thematic (Sector/Industry)

Hungary: Faster earnings growth should drive GDP higher in coming months. Mexico: Expected to raise rates 50bps next Thursday in the wake of inflation reported this week at 5.3% (the highest rate in 8 years).  This is a critical positive development for the Peso. Saudi Arabia: Has the most to lose from lower prices as this complicates attempts to diversify their economy.  Iran is less concerned as they are just coming off of sanctions and any revenue they get is better than before.  Iraq would…

Hungary: Faster earnings growth should drive GDP higher in coming months. Mexico: Expected to raise rates 50bps next Thursday in the wake of inflation reported this week at 5.3% (the highest rate in 8 years).  This is a critical positive development for the Peso. Saudi Arabia: Has the most to lose from lower prices as this complicates attempts to diversify their economy.  Iran is less concerned as they are just coming off of sanctions and any revenue they get is better than before.  Iraq would…

Qinghai Jinrui Mineral Developmnt (600714 CH)

Sichuan Renzhi Oilfield Technology Se (002629 CH)

Shanxi Meijin Energy Co, Ltd. (000723 CH)

Xinjiang Zhundong Petroleum Tech (002207 CH)

Reliance Industrial Infrastructure (RIIL IN)

Hidili Industry International Devt Ltd (1393 HK)

Inner Mongolia PingZhuang Energy Resources (000780 CH)

Inner Mongolia PingZhuang Energy Resources

Huolinhe Opencut Coal Ind Corp Ltd. (002128 CH)

Chu Kong Ptrlm&Ntrl Gs Stl Pipe Hldg (1938 HK)

Zhejiang Kingland Pipeline And Tech Co (002443 CH)

Beijing Haohua Energy Resource (601101 CH)

Shengli Oil And Gas Pipe Holdings (1080 HK)

China Oil Hbp Science&Technology (002554 CH)

Shanxi Lu'An Environmental Energy Dev.Co (601699 CH)

Shandong Sunway Petrochmcl Engg (002469 CH)

Mangalore Refinery and Petrochemicals Limited (MRPL IN)

Mangalore Refinery and Petrochemicals Limited

Inner Mongolia Yitai Coal Company Ltd (3948 HK)

Zhongyuan Special Steel Co,Ltd. (002423 CH)

Lianyungang Huanghai Machinery (002680 CH)

Jikai Equipment Manufacturing (002691 CH)

Taiyuan Coal Gasification Company, (000968 CH)

Gansu Jngyn Coal Inds & Elctr Pwr (000552 CH)

Shenzhen Guangju Energy Co, Ltd. (000096 CH)

Xinjiang International Industry Co., (000159 CH)

Who Wins and Who Loses from Oil Under $50? Hint: Invest in Asia