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Emerging Market Links + The Week Ahead (January 28, 2025)
Can DeepSeek deepsix Silicon Valley & the Magnificent 7? Improved Korean IPO rules, Mexican companies woo Trump, the Argentine miracle, EM stock picks…
Jan 28
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Emerging Market Links + The Week Ahead (January 28, 2025)
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EM Fund Stock Picks & Country Commentaries (January 26, 2025)
China investing now a tactical game, what Trump means for EMs + China, Sri Lanka trip report, 2 Polish stocks, European companies become more…
Jan 27
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EM Fund Stock Picks & Country Commentaries (January 26, 2025)
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EM Fund Stock Picks & Country Commentaries
This post compliments our EM Fund Stock Picks & Country Commentaries posts (emailed weekly) & all contains stock names/tickers until there is a fund…
Jan 26
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EM Fund Stock Picks & Country Commentaries
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China & Hong Kong Stock Picks (December 2024)
CLSA's Feng Shui Index 2025 report & CMB International's 2025 China Strategy Outlook + Luckin Coffee, Meituan, Xiaomi, Tencent, Alibaba, NetEase, Nongfu…
Jan 25
1
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China & Hong Kong Stock Picks (December 2024)
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Emerging Market Links + The Week Ahead (January 21, 2025)
Huawei’s smartphone comeback, BYD only real contender to Tesla, TSMC earnings, fighting Temu/Shien with tighter rules for small package imports, EM…
Jan 21
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Emerging Market Links + The Week Ahead (January 21, 2025)
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EM Fund Stock Picks & Country Commentaries (January 19, 2025)
Brief California wildfire note (check out Edison International), what do falling Chinese yields tell us, cautious optimism for commodities, China…
Jan 20
2
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EM Fund Stock Picks & Country Commentaries (January 19, 2025)
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Korean Stock Picks (December 2024)
KEPCO, Daesang Corp, E-Mart, Hyundai Motor, Kia Corp, SK Telecom, Woori Financial, LG Electronics, Lotte Shopping, KT Corporation, Doosan Bobcat, Doosan…
Jan 17
2
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Korean Stock Picks (December 2024)
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Emerging Market Links + The Week Ahead (January 13, 2025)
Mixue overtakes Starbucks on store count, China corp profits set for 3rd year of declines, Thai casinos closer to reality, SG$ bonds on a roll, EM stock…
Jan 14
1
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Emerging Market Links + The Week Ahead (January 13, 2025)
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EM Fund Stock Picks & Country Commentaries (January 12, 2025)
China stimulus fatigue, easing Asia-Pacific fundraising challenges, bonfire of the incumbent politicians, frontier market bonds, opportunities in Indian…
Jan 13
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EM Fund Stock Picks & Country Commentaries (January 12, 2025)
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Emerging Market Links + The Week Ahead (January 6, 2025)
Foreign phone sales plunge 47% in China, Tencent + CATL on the USA govt's naughty list, WAPO fake news, South Korean investors pile into US stocks, EM…
Jan 7
1
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Emerging Market Links + The Week Ahead (January 6, 2025)
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EM Fund Stock Picks & Country Commentaries (2024 Highlights)
Research highlighted in our 2024 posts with a focus on specific stocks or stock picks, podcasts or other pieces that could be considered “evergreen” for…
Jan 6
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EM Fund Stock Picks & Country Commentaries (2024 Highlights)
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moneycontrol India Stock of the Day (Q4 2024)
Persistent Systems, Colgate-Palmolive (India), Tarsons Products, Godrej Consumer Products, Trent Ltd, MapMyIndia, HDFC Bank, Landmark Cars, Lemon Tree…
Jan 5
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moneycontrol India Stock of the Day (Q4 2024)
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