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Emerging Market Links + The Week Ahead (January 5, 2026)
Hong Kong IPO market set to further grow, Macau rebound, Korean stock market outperformance, Venezuela bonds + scenarios, EM stock picks and the week…
Jan 6
1
EM Fund Stock Picks & Country Commentaries (January 4, 2026)
Asia to outpace the US again in 2026, lessons from one of HK’s worse days, India's aerospace & defense growth engines, uranium outlook, fintech’s…
Jan 5
1
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 4
2
EM Fund Stock Picks & Country Commentaries (Frontier Market Funds)
This post compliments our EM Fund Stock Picks & Country Commentaries posts (emailed weekly) & contains the Various Frontier Market Focused Funds…
Jan 4
1
1
EM Fund Stock Picks & Country Commentaries (Africa Funds)
This post compliments our EM Fund Stock Picks & Country Commentaries posts (emailed weekly) & contains the Africa Focused Funds section.
Jan 4
EM Fund Stock Picks & Country Commentaries (Emerging Market Funds)
This post compliments our EM Fund Stock Picks & Country Commentaries posts (emailed weekly) & contains the Various Emerging Market Focused Funds and…
Jan 4
1
EM Fund Stock Picks & Country Commentaries (Other International Funds)
This post compliments our EM Fund Stock Picks & Country Commentaries posts (emailed weekly) & contains the Other International Funds and Closed or…
Jan 4
1
China & Hong Kong Stock Picks (November-December 2025)
Li Auto, Alibaba, NIO Inc, Yum China, NetEase, Futu Holdings, Xiaomi, Baidu, PDD Holdings, Trip.com, Ping An, PetroChina, DFI Retail, Vitasoy, Galaxy…
Jan 4
1
December 2025
Emerging Market Links + The Week Ahead (December 29, 2025)
Beijing Stock Exchange (China’s new IPO hub), China AI turns to Hong Kong for IPOs, Macau visitors hit 2019 levels, SGX 2025 winners/losers, EM stock…
Dec 30, 2025
1
1
EM Fund Stock Picks & Country Commentaries (December 28, 2025)
30 years of lessons from investing in Asia, what’s driving South Korea's equity markets, global megatrends impacting EMs, 2025 year end book…
Dec 29, 2025
1
Emerging Market Links + The Week Ahead (December 22, 2025)
Chinese stocks cool + bank bets could backfire, HK warns of slipping IPO quality, Singapore investors prefer tech, LA's right/pro-Trump surge, EM stock…
Dec 23, 2025
1
EM Fund Stock Picks & Country Commentaries (December 21, 2025)
Asia’s small/midcap stocks, Japan digitization, Taiwan transformation, Korea discount to premium, Malaysia trip report, rise of Indian consumers, EM…
Dec 22, 2025
1
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