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Welcome to the Riedel Research Group website!

Our 30+ analysts on the ground in 15 countries around the world provide equity research and recommendations on over 300 companies in the emerging markets. These insights and recommendations are free from any conflict of interest from investment banking as we are totally independent.

We just do one thing - analyze investment opportunities to help you make the best investment decisions possible.

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Recent Reports

3/11/2014 Trends in Global Consumer Sentiment Indicate EM Bears Have it Wrong
  Global Consumer Sentiment - Feb 2014 - EM Equities Set to Benefit From an Improving External Environment
 
3/10/2014 Natura - Market Misunderstands Cosmetic Market Competition and Under-appreciates Margin Catalysts - BUY
  Natura - Shares Suffer from Growing Competition - Negative News Prices In - BUY
 
3/7/2014 China Consumer Sentiment Falls on Media Hype Over Slowdown, Online Metrics Tell a Different Story
  China Consumer Sentiment Falls as Media Trumpets a Slowdown in China's Economy
 
3/6/2014 Korea TMT - Naver's LINE Could Be Worth Double What Facebook Paid for WhatsApp - KT Skylife Struggles
  Korea TMT Weekly - Naver (BUY) on LINE Value - KT Skylife (HOLD) - Waiting for Proof of ARPU Growth
 
3/6/2014 EM Macro Insights: Crisis in Crimea Provides Investment Opportunities
  Crisis in Crimea and Turn Around in Japan - Implications for EMs
 
3/5/2014 SINA - NYSE IPO of Weibo will highlight value – Tencent Taking Share – BUY
  Sina - Solid Results as Weibo Turns Profitable - NY IPO Likely - BUY
 
3/4/2014 Capitalizing on Recent Developments in Russia - Implications for China, Turkey and Poland
  Algorithm Identified Inefficiency as Turmoil in Russia and Ukraine Escalates
 
2/27/2014 EM Macro Insights: Will These Key Economic Releases Show Underlying Strength Across EMs?
  Big Question: What Will Fed Do?
 
2/27/2014 Updating Top Ten Actionable Ideas in EM from RRG Analyst Team
  Shift to Stock-Pickers Markets - Top Ten Update
 
2/26/2014 Online Activity of Asian Consumers Reveals Financial Health and Spending Plans
  RRG Internet Consumer Activity Monitor: RRG ICAM