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Emerging Market Links + The Week Ahead (January 28, 2025)
Can DeepSeek deepsix Silicon Valley & the Magnificent 7? Improved Korean IPO rules, Mexican companies woo Trump, the Argentine miracle, EM stock picks…
EM Fund Stock Picks & Country Commentaries (January 26, 2025)
China investing now a tactical game, what Trump means for EMs + China, Sri Lanka trip report, 2 Polish stocks, European companies become more…
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…
China & Hong Kong Stock Picks (December 2024)
CLSA's Feng Shui Index 2025 report & CMB International's 2025 China Strategy Outlook + Luckin Coffee, Meituan, Xiaomi, Tencent, Alibaba, NetEase, Nongfu…
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…
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…
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