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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…
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…
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…
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…
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…
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…
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…
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…
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…

December 2024

Emerging Market Links + The Week Ahead (December 30, 2024)
Chinese foreclosures pile up, Hong Kong IPO comeback + India tops Asian IPO rankings, Korean buybacks surge, Grab booking "scam," EM stock picks and the…
EM Fund Stock Picks & Country Commentaries (December 29, 2024)
ASEAN stocks that benefit from a rising middle class, Saudi Arabia's transformation, India trip report, Central & Eastern Europe opportunities, more…
China & Hong Kong Stock Picks (November 2024)
Cafe De Coral, Chow Tai Fook Jewelry Group, PDD Holdings, Ke Holdings, Baidu, NIO Inc, Trip.com, Alibaba, Geely Automobile Holdings, JD.com, China Life…
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