Finding the Hot Spots

DAVID RIEDEL is founder and President of Riedel Research Group, which provides independent equity research focusing on emerging markets in Asia, Latin America, and Europe. Prior to founding this firm, Riedel worked as an analyst at Salomon Smith Barney in New York and Bangkok. While overseas, he supervised a twelve-person research team covering telecommunications companies and other industries in Southeast Asia. While in New York, he covered business services stocks, including staffing and outsourcing, as well as small-cap growth companies in the automobile and motorsports industries.

• Chapter 1 Invest Internationally for Yourself 1Chapter 2 Think Globally, Invest Locally 11Chapter 3 Diversify—Don’t Put All Your Eggs in One Basket 33Chapter 4 Understanding Relationships: Who Is Benefiting from Current Trends? 85Chapter 5 Invest in Line with Government Goals 121Chapter 6 Don’t Buy Regulatory Structure 139Chapter 7 Know the Shareholders 155Chapter 8 Buy the Banks 163Chapter 9 The Impact of Currency 173Chapter 10 Don’t Be the Last One In 185Conclusion 193Appendix 201Index 209

"In this handy little book, Riedel gives you numerous ways to dream up and organize global stock ideas and investment themes."--Barron's, 12/4/06