EM Fund Stock Picks & Country Commentaries (February 11, 2024)

“This NVIDIA is killing me [coz I follow the benchmarks...],” funds take notice of India's high valuations, Nu Holdings report, Tata Motors, Georgia Capital Plc, EZCORP Inc, Gruma, Melco Resorts, etc.

Some quick takes as Chinese New Year starts and we enter mid-February:

• The following webinars from Harding Loevner are worth watching: The Case for Frontier Emerging Markets Equities (9:30 Minutes), 4Q23 Emerging Markets Quarterly Webcast (34:50 Minutes) and 4Q23 International Small Companies Quarterly Webcast (27:29 Minutes) as a number of stock updates…