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Emerging Market Links + The Week Ahead (March 25, 2024)
Vietnam ousts 2nd President in 14 months, greying China challenges health care, Mexico's nearshoring advantages fade as costs rise, EM stock picks and…
Mar 25
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Emerging Market Links + The Week Ahead (March 25, 2024)
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EM Fund Stock Picks & Country Commentaries (March 24, 2024)
Confident outlook for Asia dividends, robust earnings for some SE Asia stocks, key drivers of sovereign bond ratings, Greek banks, value to be found in…
Mar 24
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EM Fund Stock Picks & Country Commentaries (March 24, 2024)
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Mirae Asset Securities' Korean Stock Picks (February 2024)
Focus on tangible book value + Korean stocks such as Dentium, Hanwha Aerospace, KEPCO, InBody, Classys, SM Entertainment, Lotte Rental, Hankook Tire …
Mar 23
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Mirae Asset Securities' Korean Stock Picks (February 2024)
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moneycontrol India Stock of the Day (February 2024)
Royal Orchid Hotels, ICICI Lombard Insurance, Cochin Shipyard, PG Electroplast, Gabriel India, Aarti Industries, Britannia Industries, Blue Star…
Mar 21
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moneycontrol India Stock of the Day (February 2024)
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Emerging Market Links + The Week Ahead (March 18, 2024)
Disillusioned Chinese EV owners, China's massive hidden local debt, lessons from Japan’s self-inflicted decline, bullish case for South Africa, EM stock…
Mar 18
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Emerging Market Links + The Week Ahead (March 18, 2024)
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EM Fund Stock Picks & Country Commentaries (March 17, 2024)
Korean market reforms, Baidu abandons "moonshots" for earthly profits, 2 Taiwanese stocks that are solar plays, Indian hospital stock, Indonesia…
Mar 17
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EM Fund Stock Picks & Country Commentaries (March 17, 2024)
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Taiwan Stopover + Non-Tech Taiwan Stock Updates
A short Taiwan stopover; Bafang Yunji International (TPE: 2753) vs. Gourmet Master Co., Ltd. (TPE: 2723); China Airlines (TPE: 2610) vs. Eva Airways…
Mar 15
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Taiwan Stopover + Non-Tech Taiwan Stock Updates
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Emerging Market Links + The Week Ahead (March 11, 2024)
Ramadan's start (and impact on business), "No one is number 2" in China, Korea reforms are 3-5 years behind Japan, Feedly-Inoreader RSS readers, EM…
Mar 11
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Emerging Market Links + The Week Ahead (March 11, 2024)
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EM Fund Stock Picks & Country Commentaries (March 10, 2024)
Evaluating Feedly-Inoreader RSS readers, PE fund investors beware (a recent almond case), two lesser known airport stocks, Mexican stocks hit by a…
Mar 10
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EM Fund Stock Picks & Country Commentaries (March 10, 2024)
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Emerging Market Links + The Week Ahead (March 4, 2024)
Quality matters b/c wooing investors requires trust, top science + tech hubs, finding opportunities in crisis, India’s broader stock market boom, EM…
Mar 4
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Emerging Market Links + The Week Ahead (March 4, 2024)
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EM Fund Stock Picks & Country Commentaries (March 3, 2024)
Emerging & Eastern Europe has room to grow further; accessing China via Korea-Taiwan; Taiwan semiconductor inventories stabilize; research on Kaspi…
Mar 3
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EM Fund Stock Picks & Country Commentaries (March 3, 2024)
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Shinhan Financial Group (NYSE: SHG): Low PBR with a Strong Balance Sheet, But Has US Commercial Real Estate Exposure
One of Korea's Big Five financial groups, Shinhan Financial Group (NYSE: SHG) has a low PBR of around 0.42 plus a strong balance sheet, but it also has…
Mar 1
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Shinhan Financial Group (NYSE: SHG): Low PBR with a Strong Balance Sheet, But Has US Commercial Real Estate Exposure
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