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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 (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…
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…
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 (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…
Emerging Market Links + The Week Ahead (February 10, 2025)
GOP AGs target Wall St over China risk, Vietnam's workers return to countryside, South Africa infra spend, tariff wary investors to accumulate USD, EM…
EM Fund Stock Picks & Country Commentaries (February 9, 2025)
Understanding the sources of value in EMs, gold is shiny again, opportunities from India's water crisis, tariff risk framework, DeepSeek & the US…
China & Hong Kong Stock Picks (January 2025)
Americans fascinated by Chinese grocery prices + New Oriental Education, YUM China, Xpeng, JD.com, Baidu, iQIYI, Li Auto, NetEase, Tuhu Car, Will…
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