EM Fund Stock Picks & Country Commentaries (March 17, 2024)

Korean market reforms, Baidu abandons "moonshots" for earthly profits, 2 Taiwanese stocks that are solar plays, Indian hospital stock, Indonesia, Uranium market, qualities of a good money manager, etc

As of mid-March, more February fund reports and other new research has become available:

• Platinum Asset Management’s 2024 Q1 Adviser Update Webinar (42:28 Minutes) comes with a webinar slide deck covering specific stocks: In this recently recorded webinar, Co-Chief Investment Officer, Andrew Clifford, provided key insights on markets and the performance …