EM Fund Stock Picks & Country Commentaries (February 25, 2024)
Small cap Asian value stocks at a significant discount to growth peers, South Korean insurance stocks, TSMC & Samsung earnings, Safaricom's Ethiopia troubles, Coca-Cola Femsa investment thesis, etc.
Some quick takes for late February and the end of Chinese New Year in East and SE Asia:
There is a transcript and a slide deck that can be downloaded for this Dodge & Cox Emerging Markets Stock Fund (NASDAQ: DODEX) webinar that also mentioned several stocks: Emerging Markets Equity Strategy—2023 Annual Investment Review (16:20 Minutes)
Matthews Asia has a…