Sitemap - 2023 - Emerging Market Skeptic

EM Fund Stock Picks & Country Commentaries (December 28, 2023)

Emerging Market Links + The Week Ahead (December 25, 2023)

moneycontrol India Stock of the Day (November 2023)

EM Fund Stock Picks & Country Commentaries (December 20, 2023)

Emerging Market Links + The Week Ahead (December 18, 2023)

CMBI Research China & Hong Kong Stock Picks (November 2023)

EM Fund Stock Picks & Country Commentaries (December 13, 2023)

Emerging Market Links + The Week Ahead (December 11, 2023)

Singapore Stocks: The Edge Billion Dollar Club 2023 Award Winners

EM Fund Stock Picks & Country Commentaries (December 5, 2023)

Emerging Market Links + The Week Ahead (December 4, 2023)

Business Day TV Daily Stock Picks (October 2023)

EM Fund Stock Picks & Country Commentaries (November 28, 2023)

Emerging Market Links + The Week Ahead (November 27, 2023)

moneycontrol India Stock of the Day (October 2023)

Mirae Asset Securities' Korean Stock Picks (October 2023)

CMBI Research China & Hong Kong Stock Picks (October 2023)

EM Fund Stock Picks & Country Commentaries (November 22, 2023)

Emerging Market Links + The Week Ahead (November 20, 2023)

EM Fund Stock Picks & Country Commentaries (November 17, 2023)

Emerging Market Links + The Week Ahead (November 13, 2023)

EM Fund Stock Picks & Country Commentaries (November 9, 2023)

Emerging Market Links + The Week Ahead (November 6, 2023)

EM Fund Stock Picks & Country Commentaries (November 1, 2023)

Emerging Market Links + The Week Ahead (October 30, 2023)

Business Day TV Daily Stock Picks (September 2023)

EM Fund Stock Picks & Country Commentaries (October 24, 2023)

Emerging Market Links + The Week Ahead (October 23, 2023)

Mirae Asset Securities' Korean Stock Picks (September 2023)

Global X MSCI Colombia ETF Holdings (September 2023)

EM Fund Stock Picks & Country Commentaries (October 17, 2023)

Emerging Market Links + The Week Ahead (October 16, 2023)

CMBI Research China & Hong Kong Stock Picks (September 2023)

Central and Eastern Europe Fund Holdings (Q3 2023)

EM Fund Stock Picks & Country Commentaries (October 10, 2023)

Emerging Market Links + The Week Ahead (October 9, 2023)

iShares MSCI Poland ETF Holdings Ahead of Polish Elections (October 2023)

moneycontrol India Stock of the Day (September 2023)

EM Fund Stock Picks & Country Commentaries (October 3, 2023)

Emerging Market Links + The Week Ahead (October 2, 2023)

Morningstar Hong Kong & Singapore Stock of the Week (Q3 2023)

The Flawed Global X MSCI Argentina ETF's Holdings (September 2023)

Business Day TV Daily Stock Picks (August 2023)

EM Fund Stock Picks & Country Commentaries (September 26, 2023)

Emerging Market Links + The Week Ahead (September 25, 2023)

CMBI Research China & Hong Kong Stock Picks (August 2023)

Brazil Small Cap ETF Stock Picks (September 2023)

EM Fund Stock Picks & Country Commentaries (September 19, 2023)

Emerging Market Links + The Week Ahead (September 18, 2023)

Mirae Asset Securities' Korean Stock Picks (August 2023)

EM Fund Stock Picks & Country Commentaries (September 12, 2023)

Emerging Market Links + The Week Ahead (September 11, 2023)

moneycontrol India Stock of the Day (August 2023)

EM Fund Stock Picks & Country Commentaries (September 5, 2023)

Emerging Market Links + The Week Ahead (September 4, 2023)

Rondure New World + Overseas Fund EM Stock Holdings (Mid-2023)

EM Fund Stock Picks & Country Commentaries (August 29, 2023)

Emerging Market Links + The Week Ahead (August 28, 2023)

Vesta (BMV: VESTA / NYSE: VTMX): The Mexico Nearshoring Industrial Real Estate Stock Continues to Rise

CMBI Research China & Hong Kong Stock Picks (July 2023)

EM Fund Stock Picks & Country Commentaries (August 22, 2023)

Emerging Market Links + The Week Ahead (August 21, 2023)

Mexico Closed End Fund Stock Picks (Early 2023)

Mirae Asset Securities' Korean Stock Picks (July 2023)

EM Fund Stock Picks & Country Commentaries (August 15, 2023)

Emerging Market Links + The Week Ahead (August 14, 2023)

Emerging Market Stock Pick Tear Sheets (July 16-Aug 13, 2023)

Business Day TV Daily Stock Picks (July 2023)

Cogna Educação (BVMF: COGN3 / OTCQX: COGNY): One of the World's Largest Private Education Providers

EM Fund Stock Picks & Country Commentaries (August 8, 2023)

Emerging Market Links + The Week Ahead (August 7, 2023)

moneycontrol India Stock of the Day (July 2023)

Vasta Platform Limited (NASDAQ: VSTA): A Brazilian Subscription Based High Growth Education Company

Vitru Limited (NASDAQ: VTRU): Positive Momentum for Brazil's Leading Distance Learning Higher Education Provider

China's Problems That Few People Talk About (And Investor Implications)

EM Fund Stock Picks & Country Commentaries (August 1, 2023)

Emerging Market Links + The Week Ahead (July 31, 2023)

Arco Platform Limited (NASDAQ: ARCE): Minority Shareholder Are Wary of this Brazil Education Stock

Afya (NASDAQ: AFYA): Shares of Brazil's Leading Medical Education Group Struggle to Breakout

CMBI China and Hong Kong Equity Research (June 2023)

EM Fund Stock Picks & Country Commentaries (July 25, 2023)

Emerging Market Links + The Week Ahead (July 24, 2023)

moneycontrol India Stock of the Day (June 2023)

Stadio Holdings (JSE: SDO): An Asset Light Distance Learning Model Pays Off

Curro Holdings (JSE: COH / FRA: 24P): Performing Significantly Better After Expanding Too Quickly

ADvTECH (JSE: ADH): Becoming a Pan-African Education Business

YDUQS Participações (BVMF: YDUQ3): Digital Learning Investments Pay Off as Growth Continues

CIRA Education (EGX: CIRA): Record Revenues and Minimal Margin Contraction Amid High Inflation

Mirae Asset Securities' Korean Stock Picks (June 2023)

EM Fund Stock Picks & Country Commentaries (July 18, 2023)

Emerging Market Links + The Week Ahead (July 17, 2023)

Emerging Market Stock Pick Tear Sheets (July 1-15, 2023)

Super Hi International Holding (HKG: 9658 / OTCMKTS: SPHIF): The Largest International Chinese Restaurant Brand Actually from China

Haidilao (HKG: 6862 / FRA: 8HI / OTCMKTS: HDALF): Cooking Up a Turnaround?

Barbeque Nation (NSE: BARBEQUE / BOM: 543283): India’s Successful Homegrown Casual-Dining-Restaurant

Morningstar Hong Kong & Singapore Stock of the Week (Q2 2023)

Alsea (BMV: ALSEA / FRA: 4FU / OTCMKTS: ALSSF): Seeing Robust Starbucks and QSR Growth

Restaurant Brands Asia Ltd (NSE: RBA / BOM: 543248): Inflation Pains as Expansion Continues in India and Indonesia

EM Fund Stock Picks & Country Commentaries (July 11, 2023)

Emerging Market Links + The Week Ahead (July 10, 2023)

Business Day TV Daily Stock Picks (June 2023)

Gourmet Master (TPE: 2723): Taiwan's Rapidly Expanding Version of Starbucks

Bafang Yunji International (TPE: 2753): Turning Things Around and Expanding in HK Plus the USA

Westlife Foodworld Ltd (NSE: WESTLIFE / BOM: 505533): India's McDonald's Master Franchisee is Hitting New Highs

Spur Corporation Ltd (JSE: SUR): Owns South Africa's "Official Restaurant" and Has Produced Sizzling Results

EM Fund Stock Picks & Country Commentaries (July 4, 2023)

Emerging Market Links + The Week Ahead (July 3, 2023)

Emerging Market Stock Pick Tear Sheets (June 19-30, 2023)

Jubilant FoodWorks (NSE: JUBLFOOD / BOM: 533155): Inflation Bites as They Aggressively Expand Domino’s Pizza

Sapphire Foods (NSE: SAPPHIRE / BOM: 543397): Institutional Shareholders Remain Bullish as They Buy More Shares

AmRest (WSE: EAT / FRA: 1QT / OTCMKTS: ARHOF): A Leading European Restaurant Operator Still Below Pre-COVID Highs

Devyani International (NSE: DEVYANI / BOM: 543330): Yum! Brands’ Largest Franchisee in India Hopes for a Rebound Amid Signs Inflation is Stabilizing

Champ Resto (IDX: ENAK): Indonesia's Restaurant National Champion?

Kangwon Land (KRX: 035250): Shares Are Still Down Despite a Mass Gaming Revenue Recovery

EM Fund Stock Picks & Country Commentaries (June 27, 2023)

Emerging Market Links + The Week Ahead (June 26, 2023)

moneycontrol India Stock of the Day (May 2023)

Tsogo Sun Ltd (JSE: TSG / FRA: G5E): Africa's Biggest Casino Operator is Getting Bigger

Southern Sun (JSE: SSU): Almost Normalcy for Southern Africa's Leading Hospitality Stock

Sun International (JSE: SUI / FRA: RY1B): On a Roll as Casino Gamblers Return Plus New Market Expansion Plans

Grand Parade Investments (JSE: GPL): A Horseracing Enthusiast Takes Control of a Solid Casino Gaming Platform Ready for Buildout

EM Fund Stock Picks & Country Commentaries (June 20, 2023)

Emerging Market Links + The Week Ahead (June 19, 2023)

Emerging Market Stock Pick Tear Sheets (June 1-18, 2023)

CMBI Research Focus List of China Stock Picks (June 2023)

EM Fund Stock Picks & Country Commentaries (June 13, 2023)

Emerging Market Links + The Week Ahead (June 12, 2023)

Mirae Asset Securities' Korean Stock Picks (May 2023)

LG Chem (KRX: 051910): Owns Battery Stock LG Energy Solution (And Might Be the Better Stock to Own)

LG Energy Solution (KRX: 373220): World's Biggest Non-Chinese EV Battery Stock

SK Innovation (KRX: 096770): Raises More Funds and is Making Georgia Battery Plant Productivity Gains

CATL (SHE: 300750): World's Largest EV Battery Maker Who Elon Musk Recently Met With

EM Fund Stock Picks & Country Commentaries (June 6, 2023)

Emerging Market Links + The Week Ahead (June 5, 2023)

CMBI Research Focus List of China Stock Picks (May 2023)

Semiconductor Manufacturing International Corp (SHA: 688981 / HKG: 0981 / FRA: MKN2): China's Most Important Chipmaker

NAURA Technology Group (SHE: 002371): A Potential US-China Chip Conflict Beneficiary

Hua Hong Semiconductor (HKG: 1347 / FRA: 1HH / OTCMKTS: HHUSF): Plans a $2.6B Shanghai Share Sale to Fuel Expansion

Advanced Micro-Fabrication Equipment (SHA: 688012): China's #2 Chip Tool Maker

Legend Biotech (NASDAQ: LEGN): The J&J Partner Recently Surged on Leaked Data About It's Multiple Myeloma Treatment

ACM Research (NASDAQ: ACMR): Successfully Straddling the US-China Chip Conflict (So Far...)

Mercurity Fintech Holdings (NASDAQ: MFH): Speculative Chinese Fintech, Blockchain and Bitcoin Stock

Fangdd Network (NASDAQ: DUO): Can the Online Marketplace Ride Out the Chinese Property Downturn?

EM Fund Stock Picks & Country Commentaries (May 30, 2023)

Emerging Market Links + The Week Ahead (May 29, 2023)

Emerging Market Stock Pick Tear Sheets (May 15-28, 2023)

CGX Energy (CVE: OYL / FRA: GXCN / OTCMKTS: CGXEF): A Speculative Guyana Oil Small Cap Stock

Frontera Energy (TSE: FEC / FRA: 3PY3 / OTCMKTS: FECCF): Hit By Colombia Unrest But Sees Coming Profitability and Operational Improvements

Gran Tierra Energy (NYSE: GTE): Still Has Plenty of Exploration Opportunities in Colombia and Ecuador

Vista Energy (NYSE: VIST): Has the Largest Shale Oil and Gas Play Under Development Outside North America

GeoPark Ltd (NYSE: GPRK): Positioned for a Latin American Oil Boom

PZU (WSE: PZU / FRA: 7PZ / FRA: 7PZ0): Poland and the CEE's Largest Financial Conglomerate

Pekao (WSE: PEO / FRA: BP1): Poland's Second Largest Bank Positioned for a Polish Growth Slowdown

PKO Bank Polski (WSE: PKO / FRA: P9O): Poland's Largest Bank That Also Owns a Bank in Ukraine

EM Fund Stock Picks & Country Commentaries (May 23, 2023)

Emerging Market Links + The Week Ahead (May 22, 2023)

Investec Group (LON: INVP / JSE: INL / INP): Robust Results While Growing It's UK Wealth Business

Public Bank (KLSE: PBBANK / OTCMKTS: PBLOF): Consistently Strong Financial Performance & Prudent Management

EV Battery Maker Market Share Chart & Stock List (China, Japan & South Korea Stocks)

Quálitas Controladora (BMV: Q): A Potential NAFTA and Mexico Nearshoring Play

World's Safest Banks Rankings & List (From Late 2022)

United Overseas Bank (SGX: U11 / FRA: UOB / UOB0 / OTCMKTS: UOVEY / UOVEF): Betting on ASEAN Growth With 2M New Citibank Clients

DBS Group (SGX: D05 / FRA: DEVL / DEV / OTCMKTS: DBSDY / DBSDF): Record Earnings But Profit Margins From Higher Rates Have Peaked

Americana Restaurants International PLC (TADAWUL: 6015): Expansion Plans Include 250-300 New Restaurants a Year

OCBC Bank (SGX: O39 / FRA: OCBA / OCBB / OTCMKTS: OVCHY): Record Profits as Money Flows to Singapore

Airtel Africa (LON: AAF / FRA: 9AA / OTCMKTS: AAFRF): A Telco Who's Performance Rides on Oil Prices

EM Fund Stock Picks & Country Commentaries (May 16, 2023)

Emerging Market Links + The Week Ahead (May 15, 2023)

Top 10 Chinese Automakers By Electric Vehicle Sales Stock List & Graphic

Emerging Market Stock Pick Tear Sheets (May 1-14, 2023)

Narayana Hrudayalaya (NSE: NH / BOM: 539551): Has Profitably Mastered the Affordable Health Care Business Model

Tecnoglass (NYSE: TGLS): An Architectural Glass Stock With an Unbreakable Recent Performance

China Overseas Land & Investment (HKG: 0688 / OTCMKTS: CAOVF): A Value Stock Building Momentum?

Redefine Properties Ltd (JSE: RDF / BLN: R7H1): Load Shedding Hits Earnings-Dividends But There is Growth in Poland

ZJLD Group (HKG: 6979): IPO of the First Baijiu Maker to List Outside of China Flops

Kweichow Moutai (SHA: 600519): China's Communist Spirit and Most Valuable Company

PKN Orlen (WSE: PKN / FRA: PKY1): Russian Oil Sanctions Bite But Looks to Expand in Germany Plus Pays Record Dividends

EM Fund Stock Picks & Country Commentaries (May 9, 2023)

Emerging Market Links + The Week Ahead (May 8, 2023)

Famous Brands (JSE: FBR): Africa's Leading Vertically Integrated Restaurant Operator With Rising Earnings

Pick 'n Pay (JSE: PIK / FRA: PIK): Value Stock Characteristics as South Africa Continues to Deteriorate

Shanghai Putailai New Energy Tech (SHA: 603659): Financing Europe’s Biggest Anode Plant in Sweden for EV Batteries

Shanghai Milkground Food Tech (SHA: 600882): A Cheese Darkhorse Hit by Peak Cheese Lollipop as Chinese Consumers Tighten Belts

GF Securities (HKG: 1776 / SHE: 000776 / FRA: 9GF): A Value Stock After Recent Scandals & Crackdowns?

Galaxy Entertainment (HKG: 0027 / OTCMKTS: GXYEF): Macau's Best Casino Stock Positioned for Growth

EM Fund Stock Picks & Country Commentaries (May 2, 2023)

Emerging Market Links + The Week Ahead (May 1, 2023)

Emerging Market Stock Pick Tear Sheets (April 2023)

Banco Santander-Chile (NYSE: BSAC): Not Another SVB or First Republic Bank

TOP Financial Group (NASDAQ: TOP): Hong Kong's Latest Crazy Meme Stock

Betterware de Mexico (NASDAQ: BWMX): Mexico's Direct Selling Powerhouse With Big Expansion Plans

Hibiscus Petroleum (KLSE: HIBISCS): Profitably Enhancing Production from Mature Assets

Noah Holdings (NYSE: NOAH): A Chinese Wealth Management Firm Facing a "Crisis of Confidence" in the Sector

EM Fund Stock Picks & Country Commentaries (April 25, 2023)

Emerging Market Links + The Week Ahead (April 24, 2023)

Gotion High-tech Co (SHE: 002074 / FRA: 24U0): The EV Battery Maker Causing a Stir in Michigan

Anadolu Efes (IST: AEFES / FRA: EF41 / OTCMKTS: AEBZY): Bridging the East-West Divide With Beer & Soft Drinks

NetDragon Websoft (HKG: 0777 / FRA: 3ND): First Stock to Try the AI-CEO Gimmick (Ahead of a NYSE Spinoff-Listing)

EM Fund Stock Picks & Country Commentaries (April 18, 2023)

Emerging Market Links + The Week Ahead (April 17, 2023)

Persistent Systems (NSE: PERSISTENT / BOM: 533179): One of India's Fastest Growing IT Firms You Probably Have Not Heard Of

MINISO Group Holding (NYSE: MNSO): Asia's Notorious Copycat Retailer

MapMyIndia (NSE: MAPMYINDIA / BOM: 543425): Maps Every Door in India

Bairong Inc (HKG: 6608 / FRA: 6B5): AI/Digital Transformation Services for Chinese Banks

EM Fund Stock Picks & Country Commentaries (April 11, 2023)

Emerging Market Links + The Week Ahead (April 10, 2023)

South African Dividend Stock List Infographic

EM Fund Bank & Financial Stock Picks (Q1 2023)

Emerging Market Links + The Week Ahead (April 3, 2023)

EM Fund Stock Picks & Country Commentaries (March 28, 2023)

Emerging Market Links + The Week Ahead (March 27, 2023)

EM Fund Stock Picks & Country Commentaries (March 21, 2023)

Emerging Market Links + The Week Ahead (March 20, 2023)

How Google Ruined Financial Writing (And ChatGPT Might Save It)

EM Fund Stock Picks & Country Commentaries (March 14, 2023)

Emerging Market Links + The Week Ahead (March 13, 2023)

EM Fund Stock Picks & Country Commentaries (March 7, 2023)

Emerging Market Links + The Week Ahead (March 6, 2023)

EM Fund Stock Picks & Country Commentaries (February 28, 2023)

Emerging Market Links + The Week Ahead (February 27, 2023)

Making Sense of Delivery Platform Stock Metrics and Financials

EM Fund Stock Picks & Country Commentaries (February 21, 2023)

Emerging Market Links + The Week Ahead (February 20, 2023)

EM Fund Stock Picks & Country Commentaries (February 14, 2023)

Emerging Market Links + The Week Ahead (February 13, 2023)

EM Fund Stock Picks & Country Commentaries (February 7, 2023)

Emerging Market Links + The Week Ahead (February 6, 2023)

EM Fund Stock Picks & Country Commentaries (January 31, 2023)

Emerging Market Links + The Week Ahead (January 30, 2023)

EM Fund Stock Picks & Country Commentaries (January 24, 2023)

Emerging Market Links + The Week Ahead (January 23, 2023)

EM Fund Stock Picks & Country Commentaries (January 17, 2023)

Emerging Market Links + The Week Ahead (January 16, 2023)

EM Fund Stock Picks & Country Commentaries (January 10, 2023)

DISCLAIMER: EM Fund Stock Picks & Country Commentaries Posts

Emerging Market Links + The Week Ahead (January 9, 2023)

Emerging Market Country Selection in a Multipolar World: Twelve Things to Consider

Emerging Market Links + The Week Ahead (January 2, 2023)