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EM Fund Stock Picks & Country Commentaries (November 28, 2023)
How much it costs to run a small fund (fund admin costs, etc), corporate stress risk in various countries, several smaller cap South African stock…
Nov 29
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EM Fund Stock Picks & Country Commentaries (November 28, 2023)
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Emerging Market Links + The Week Ahead (November 27, 2023)
China offers the Saudis a swap line to break USD peg, fictitious wealth creation in China, shadow bank Zhongzhi faces $36bn shortfall, EM stock picks…
Nov 27
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Emerging Market Links + The Week Ahead (November 27, 2023)
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moneycontrol India Stock of the Day (October 2023)
moneycontrol is India's leading financial and business portal who does short (roughly 4 minute) Stock of the Day video pitches about Indian stock picks…
Nov 27
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moneycontrol India Stock of the Day (October 2023)
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Mirae Asset Securities' Korean Stock Picks (October 2023)
Posco International Corp, Daewoong Pharmaceutical, Industrial Bank of Korea, LIG Nex1 Co, Hyundai Mobis, Hyundai AutoEver, Samsung Card, Koh Young…
Nov 25
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Mirae Asset Securities' Korean Stock Picks (October 2023)
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CMBI Research China & Hong Kong Stock Picks (October 2023)
Tuhu Car, China Life, Shennan Circuit, Glodon, Li Ning, Shanghai Jahwa, FIT Hon Teng, CSPC Pharmaceutical, iQIYI, Budweiser APAC, GigaCloud Technology…
Nov 24
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CMBI Research China & Hong Kong Stock Picks (October 2023)
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EM Fund Stock Picks & Country Commentaries (November 22, 2023)
A number of African frontier market stocks, recent podcasts or webinars (covering emerging markets, China, India, Africa, and the uranium market) plus…
Nov 22
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EM Fund Stock Picks & Country Commentaries (November 22, 2023)
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Emerging Market Links + The Week Ahead (November 20, 2023)
Javier Milei's Argentina landslide, China easing foreign investor rules as FRTIB to exclude HK-China stocks, cheap Chinese consumer loans, EM stock…
Nov 20
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Emerging Market Links + The Week Ahead (November 20, 2023)
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EM Fund Stock Picks & Country Commentaries (November 17, 2023)
An interesting indicator that is pointing up for China’s economy, re-evaluating the investment case for China, more funds have updated their factsheets…
Nov 17
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EM Fund Stock Picks & Country Commentaries (November 17, 2023)
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Emerging Market Links + The Week Ahead (November 13, 2023)
Elections & the coming battle between world leaders & bond vigilantes. China pension funds had record low returns, EM convergers & laggards, EM stock…
Nov 13
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Emerging Market Links + The Week Ahead (November 13, 2023)
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EM Fund Stock Picks & Country Commentaries (November 9, 2023)
Emerging market fund stock picks & their latest factsheets or commentaries plus another renewable stock surges on ESG fund buying, Brazilian oil stocks…
Nov 9
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EM Fund Stock Picks & Country Commentaries (November 9, 2023)
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Emerging Market Links + The Week Ahead (November 6, 2023)
China’s age of malaise + more ministry-level leadership shakeups, visualizing Latin America's ideological landscape as of Q4 2023, Panama protests, EM…
Nov 6
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Emerging Market Links + The Week Ahead (November 6, 2023)
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EM Fund Stock Picks & Country Commentaries (November 1, 2023)
Some emerging market fund stock picks (from US or international fund letters) plus the unloved Hong Kong stock market, China investing for tactical vs…
Nov 1
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EM Fund Stock Picks & Country Commentaries (November 1, 2023)
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