EM Fund Stock Picks & Country Commentaries (January 7, 2024)

Indonesia trip report (+local hospitality pick), investing in frontier markets, Chinese railroad + automation & Taiwanese fabless semiconductor holdings, 2 funds already with December updates, etc.

Some quick takes for the start of the year:

• Anyone interested in frontier market investing might want to listen to a recent abrdn podcast (A sit down with a frontiersman – how to invest and holiday in the new wild west 27:12 Minutes) which comes with a transcript with Argentina, Egypt, Ethiopia, Gabon, Kenya, Nigeria, Pakistan, Rwanda and Zambia being di…