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Emerging Market Links + The Week Ahead (August 17-21, 2026)
Geopolitics in investing (valuable edge or useless voodoo?), Chinese HNWIs rattled by new taxes, can palm oil cool data centres, EM stock picks/earnings…
EM Fund Stock Picks & Country Commentaries (August 16, 2026)
El Nino+Five Ws, China’s strategic petroleum reserve, EM ETFs not so passive, African stocks “priced for catastrophe,” Korea/Georgia/Argentina/Mongolia…
Emerging Market Links + The Week Ahead (Week of August 10-14, 2026)
Chinese trade-in subsidies fade + new offshore trust/insurance rules, why leveraged ETFs worsened crisis in Korea, EM stock picks/earnings reports and…
EM Fund Stock Picks & Country Commentaries (August 9, 2026)
Some Q1 fund updates from our EM Fund Stock Picks & Country Commentaries (Emerging Market Funds) page...
Emerging Market Links + The Week Ahead (August 3, 2026)
China industrial profits surge, Macau post FIFA rebound, Won rally, Saudi economy shrinks, El Niño LATAM challenges, Mexico cashes in on AI, EM stock…
EM Fund Stock Picks & Country Commentaries (August 2, 2026)
Georgia/Shenzhen trip reports, finding innovative Chinese stocks, case for EM small caps, value investor’s guide to African stocks, hidden cost of stock…
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…

July 2026

Emerging Market Links + The Week Ahead (July 27, 2026)
Asia-Pacific econ confidence rises, China state funds props up market, EMs push to amass emergency fuel stockpiles, Cobre Panama could re-open, EM stock…
EM Fund Stock Picks & Country Commentaries (July 26, 2026)
Pension trends in Asia, China semiconductor ETF, Sea Ltd, EM tech sell-off meaning, EM corp vs. EM sovereigns, impact of Ukraine’s attacks on Russian…
Emerging Market Links + The Week Ahead (July 20, 2026)
US tariffs attempt to make usury great again in Brazil, Korea's casino stock market, London battles IPO slump by easing rules for Chinese IPOs, EM stock…
EM Fund Stock Picks & Country Commentaries (July 19, 2026)
Surging demand for Asia’s AI hardware, America’s frontier-market origin story, rethinking US exceptionalism, getting Brazil to grow at 4.0%, intro to…
🌐 Emerging Market Stock Picks (First Half July 2026)
Marc Faber bullish on Thai stocks + Unilever Indonesia, Bank Rakyat, DBS, OCBC, UOB, Singapore Airlines, Delta Electronics, Raffles Medical, Dubai…
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