EM Fund Stock Picks & Country Commentaries (April 14, 2024)

New March or Q1 fund updates/letters, metals as an indirect tech-AI play, what to look for in Chinese stocks, Indian sectors that will benefit from growth, EM optimism, April risk monitor, etc.

As of mid-April, a number of new fact sheets, fund letters, and research pieces have become available:

• AFC Asia Frontier Fund’s March monthly newsletter (detailed economic and portfolio) noted monthly performance was driven by Kazakhstan, Sri Lanka, Vietnam, and Georgia, while Iraq, Bangladesh, and Uzbekistan impacted performance negatively. Bangladesh a…