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Emerging Market Links + The Week Ahead (June 30, 2025)
Luckin Coffee lands in NYC, HK IPO boom, SK best performing Asian market on crypto-craze, Singapore casinos face future Japan/Thai competition, EM stock…
EM Fund Stock Picks & Country Commentaries (June 29, 2025)
Activist US investor targets UK trusts, 10 challenges facing China’s economy, Taiwan equity, India too focused on services vs manufacturing, Middle East…
🇹🇼 Taiwan ETF Holdings (Mid 2025)
A look at all 120+ stock holdings of the iShares MSCI Taiwan ETF (NYSEARCA: EWT) + Franklin FTSE Taiwan ETF (NYSEARCA: FLTW) + their performance along…
Emerging Market Links + The Week Ahead (June 23, 2025)
Ultra-long payment delays (ULPD) surge in Asia, Xi's PLA purge continues, China's global EV dump rattles all, Trump’s remittance tax to hit LA, EM stock…
EM Fund Stock Picks & Country Commentaries (June 22, 2025)
Papua New Guinea stocks, autonomous driving + EM EV growth, Korea’s value up program 1 year on, EM investment trusts benefit from a weak USD, small caps…
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
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 (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 (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…
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…
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