EM Fund Stock Picks & Country Commentaries (March 3, 2024)

Emerging & Eastern Europe has room to grow further; accessing China via Korea-Taiwan; Taiwan semiconductor inventories stabilize; research on Kaspi, KSOE, Kia, Bajaj Holdings, Elite Material, etc.

Some quick takes for the start of March as a number of research pieces have dropped:

• Sweden based East Capital has a piece mentioning various Eastern or Emerging European countries and stocks: The stars are aligned for Eastern European markets in 2024 (February 2024) - Eastern Europe has some of 2023’s best-performing equity markets globally, with large …