EM Fund Stock Picks & Country Commentaries (April 28, 2024)
What key valuation multiples miss/differ on, why non-AI stock laggards are not broken companies, JSE challenges + SA bonds, We Buy Cars Holdings, Argentina's challenges, overlooked small caps, etc.
As of the end of April, more new monthly or Q1 factsheets, commentaries, webinars or research have become available with various stock mentions:
🚨 Asia Frontier Capital has given their Asian Frontier Markets Update 25th April 2024 (59:56 Minutes) and various frontier market stocks were covered: 0:00 Thomas Hugger - Introduction; 02:04 Ruchir Desai – AFC…