Riedel Research

Overview

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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Riedel Research Coverage by Region

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Asia

Latin America

Argentina | Brazil | Chile | Mexico | Peru
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Emerging Europe & Beyond

Recent Reports


9/2/2010	Chinese Consumer Confidence Declines in Regional Weakness
	Chinese consumer confidence declined in August - Durable Goods and Automotive are particularly weak. Real Estate expectations improved.

8/31/2010	Beijing Airport - Underperforming Shares Reach our Target Price
	Upgrading from SELL to HOLD as underperformance has brought the share price to our target price.

8/31/2010	Argentine Bank Review - Upside Remains
	Banks in Argentina are well-positioned for growth and undervalued. There is 25% - 40% upside remaining in many of the US-listed names.

8/30/2010	Tencent - Market Has This One Wrong - BUY
	The market reacted badly to recent results which we believe they misinterpreted. BUY.

8/30/2010	LIWA - Profits Set to Double
	Capacity expansion and a sustainable price advantage will boost profits and share price.

8/25/2010	Alibaba - Slowing Revenue But Rising Margins - BUY
	We believe that revenue growth will slow but margins will rise. Overseas acquisitions raise risks.

8/23/2010	GA - Game Changes Ahead of New Law - HOLD
	We are upgrading Giant (GA) to a hold - new regulations will impact them less than their competitors.

8/18/2010	Clear Media - Panel Replacement Sets Stage for Growth - BUY
	Chinese outdoor advertising company will see solid growth after effect of World Cup and panel replacement/upgrade.

8/16/2010	Overview of South Africa
	South Africa is undergoing a significant economic transition. Unemployment and power generation are significant issues.

8/12/2010	VISN - Operating Metrics Improve - BUY
	VisionChina Media (VISN) - a US-listed Chinese outdoor advertising company - is seeing improving operating metrics and outlook.