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Emerging Market Links + The Week Ahead (March 10, 2025)
Chinese mfg (+AI chip buyers) head to SE Asia, SGX adds more HK-SG depository receipts, Saudi Arabia’s Neom problems, Romania "democracy," EM stock…
EM Fund Stock Picks & Country Commentaries (March 9, 2025)
DeepSeek/AI/tariff research pieces, resurgence of the South African consumer, frontier market boom, Mexico trip report, Sonatel Senegal, Myanmar note…
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…
EM Fund Stock Picks & Country Commentaries (Emerging & Frontier Market Funds)
This post compliments our EM Fund Stock Picks & Country Commentaries posts (emailed weekly) & contains the Various Emerging Market Focused Funds and…
Emerging Market Links + The Week Ahead (March 3, 2025)
Mixue IPO pops, Luckin consolidates its lead in China’s coffee wars, Trip.com earnings, Melco/Galaxy study Thai market, Singapore 60 budget, EM stock…
EM Fund Stock Picks & Country Commentaries (March 2, 2025)
Brazil Stocks' Brazil Value Talks, another EM fund goes ex-China, Hong Kong trip, Indian telecoms, Israel stocks, Tunisia, gold + commodities surge…

February 2025

Emerging Market Links + The Week Ahead (February 24, 2025)
China could lift Korean pop culture ban, future Thai casinos plan to freeze out most locals, bets on Colombian stocks as Petro flops, EM stock picks and…
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EM Fund Stock Picks & Country Commentaries (February 23, 2025)
Tariff risks being priced differently across countries + China consumption as a counter, Amer Sports (ANTA Sports Products), India still compelling, EM…
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…
🇰🇷 Korean Stock Picks (January 2025)
🤖 AI generated insights about Korean stocks (and some wild unverifiable answers) + NAVER, Kia, LG Display, SK Hynix, Hyundai Motor, SK Hynix, CS Wind…
Emerging Market Links + The Week Ahead (February 17, 2025)
The shorts circle PDD & XP Inc (?), China’s insurers under pressure, Guming IPO upsized, the OPEC of Nickle (Indonesia), rebuilding Ukraine ideas, EM…
EM Fund Stock Picks & Country Commentaries (February 16, 2025)
AI experiments to improve these posts + Substack tech glitch. DeepSeek deep dives, searching for black swans, South Africa in a cyclical uptrend…
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