EM Fund Stock Picks & Country Commentaries (March 31, 2024)
India and China valuation gap, the case for South Africa ahead of elections, positive dividend trends across geographies, the Saudi exchange stock, Latin America fund updates, Budweiser APAC, etc.
Today is Easter and as of the last day in March, mostly new fund research pieces or podcasts have dropped:
RTHK Money Talk has this podcast interview: Ruchir Desai, Co-Fund Manager of the AFC Asia Frontier Fund, Discusses the Key Drivers for the Continued Strong Performance by Asian Frontier Markets in a Discussion with Nitin Dialdas (8:37 Minutes)
Mobius…