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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.

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Riedel Research Coverage by Region

Recent Reports

4/25/2017 Sinotrans - Valuable Exposure to China's eCommerce Boom
  • Sinotrans is China’s largest third-party logistics company and ranks eighth in the world
  • Sinotrans is well positioned to benefit from increased shipping and logistics from strong growth in eCommerce.
4/1/2017 SITC - Leader in Logistics Benefits from China's eCommerce Boom
  • SITC International Holdings is a leading freight forwarder and logistics provider in China.
  • Shifts in manufacturing locations (inland away from high wage cost coastal cities) and a boom in ecommerce in China has driven demand for transportation and logistics.
  • SITC is a part of the China Merchants Bank group and set to benefit from asset injections as the group concentrates their logistics efforts into SITC
4/1/2017 BABA - Strong Revenue and Margin Trends - Continues to Dominate in China - 20%+ Upside - BUY
  BABA - No Matter What the Direction of the Economy or Retail - BABA Will Do Well - BUY
3/30/2017 Brokerage Houses in China Set to Rise on Market Expansion and Growth - Actionable Ways to Play
  • Listed Chinese brokerages are set to perform well in 2017
  • Weaker real estate markets increase market activity
  • More IPOs will boost fees
  • Inclusion of A-shares in MSCI benchmarks a wild card for 2017
  • Difficult to find high-quality exposure to fast-growing asset management in China.  Watch for new IPOs and look to Canada for a unique way to play this trend. 
3/30/2017 COPAL - Outperformance Makes Investors Smile
  Colgate Palmolive India (COPAL) - Slower Volume Growth But Select Opportunities to Up-Sell Urban Consumers - BUY
3/30/2017 RRG Global Macro - Quiet Global Markets Have Investors Looking to Emerging Markets
  • Turkey: Tourists continue to stay away. New arrivals in February declined 6.51% y/y, after the 9.81% decline in January. 
  • Chile: Copper production fell 2.6% y/y in January of 2017 as heavy rains and strikes hit copper mines.
  • Hong Kong: In Feb retail sales dropped 6.1% after falling 1.4% in January.
3/22/2017 China Property - Headwinds in 2017 After Strong 2016

We expect that tighter lending policies will remain in place in 2017 and that growth in real estate in China will slow.

3/22/2017 Wielton - From East to West - BUY

Wielton is Poland’s largest semi-trailers and trailers producer, and one of the top 5

producers in Europe. Customers in transport, construction, production and

distribution companies in both domestic and foreign markets. In 2015A exports

generated ~44% of Group revenues. The Company manufactures more than 60

different types of transport vehicles grouped into 10 categories.

3/22/2017 CAR - Management Distracted by Subsidiary IPO - Slowdown Not a Concern - BUY

Car Inc (699.hk) is a leading provider of short and long-term car

rentals and ride-sharing in China.

3/22/2017 EM Macro Insights - India and China Grow in US Absence

Russia: Russia is expected to cut interest rates 50 bps next week. Should already be priced into the ruble.

Mexico: Watch inflation announcement next week. Expected to be slightly higher as

weaker peso filters into the economy

Thailand: Consumer sentiment firmed to highest level since Dec 2015. Good sign that the country is adjusting post-political turmoil.