Malaysian Bank Outlook - Higher Rates = Wider Marg
This report went to clients three days before a critical meeting of the central bank in Malaysia. We predicted that they would raise rates following that meeting and that bank stocks (Maybank in particular) would rise as a result.
The consensus view at the time was that they would not raise rates.
They did and Maybank shares rose 6% as a result.
By providing solid local insight we are able to help Riedel Research clients generate higher returns.
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CYFROWY POLSAT - Play on Triple Play in Poland
This initiation provides an example of why Riedel Research service is unique - not only do we cover names that others do not currently cover but we bring valuable insights from our coverage of global emerging markets to each piece of research
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China Consumer Confidence Survey
This unique monthly survey of 1,000 households in China provides important insights into the spending patterns and attitudes of Chinese consumers. As an important piece of the global macroeconomic outlook this survey is vitally important for all global investors.
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^^^WHITE PAPER - THIRD PHASE OF EM INVESTING^^^
White Paper Discussing the 'Third Phase' Of Emerging Market Investing. We believe that the Consumer will be the next major driver of value in the Emerging Markets - as governments increasingly focus on developing larger domestic economies there will be clear winners among the companies who provide products and services to consumers in Emerging Markets.
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