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🇰🇷 Korean Stock Picks (May 2025)
🤖 DeepSeek Korea stock analysis: Value (low P/B, attractive valuations), growth (high momentum, earnings potential), high dividend yield…
Emerging Market Links + The Week Ahead (June 16, 2025)
Asia’s hydro-geometry, Chinese carmakers run on empty, Macau satellite casino closures, TSMC vs. UMC sales, South Korea dials down NK tensions, EM stock…
EM Fund Stock Picks & Country Commentaries (June 15, 2025)
Israel-Iran conflict impact on stocks/markets, Taiwan trip report, AI monetization taking shape, new leveraged MercadoLibre ETF, can ex-US markets…
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 (May 2025)
Who is the Chinese EV Evergrande 2.0 + Li Auto, Xiaomi, PDD Holdings, Haier, Yum China, Vitasoy, Wharf Holdings, Luk Fook Holdings, Nissin Foods, Swire…
Emerging Market Links + The Week Ahead (June 9, 2025)
BYD+Chinese EV reality check, Chinese assets/brands gain attention in ASEAN, why the HK GEM Index is the worse index, Indonesia banks up 10%, EM stock…
EM Fund Stock Picks & Country Commentaries (June 8, 2025)
UBS Global Family Office Report 2025, Greater China ETF investor survey, China’s Robotaxi market, Toyota's corp governance improvements, Korea’s…
🌐 Emerging Market Stock Picks (May 2025)
Plus asking DeepSeek for some insights about the Indonesia, Malaysia, Singapore, Thailand, UAE, South Africa & Mexico stocks covered in this post, etc.
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…
Emerging Market Links + The Week Ahead (June 2, 2025)
Asia’s wealthy families pivot homeward, European firms in China more downbeat, PDD’s big earnings miss, SGX rule changes, Poland elections, EM stock…
EM Fund Stock Picks & Country Commentaries (June 1, 2025)
Revival of Platinum/Palladium, Philippines trip report, Vietnam’s ambitious domestic reforms, South Africa's budget, Africa as a final frontier in…
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