Grupo Aeroportuario del Centro Norte

🌐 Emerging Market Stock Picks (May 2025)

Plus asking DeepSeek for some insights about the Indonesia, Malaysia, Singapore, Thailand, UAE, South Africa & Mexico stocks covered in this post, etc.

Jun 7

🌐 Emerging Market Stock Picks (April 2025)

Bank Rakyat, Vale Indonesia, Unilever Indonesia, Telkom Indonesia, Wilmar, Genting Singapore, SEA Ltd, Krung Thai Bank, Siam Cement, Charoen Pokphand…

May 9

Rondure New World + Overseas Fund EM Stock Holdings (Mid-2024)

A closer look at around 100 individual emerging market stock holdings of the soon to close Rondure New World Fund (MUTF: RNWOX / RNWIX) and the…

Oct 3, 2024

Mexico Closed End Fund Stock Picks (Mid 2024)

Mexico stock picks or potential nearshoring stocks that are the holdings of Mexico closed-end funds Herzfeld Caribbean Basin Fund, Mexico Equity and…

Sep 19, 2024

Publicly Listed Airport Stocks + Ground Support Equipment Stocks (Mid-2024)

Publicly listed airport stocks are typically not tied to commodity price changes and competition threats + some big airport operators operate multiple…

Jul 4, 2024

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

A closer look at almost 100 individual emerging market stock holdings of the Rondure New World Fund (MUTF: RNWOX / RNWIX) and the Rondure Overseas Fund…

Sep 3, 2023

Mexico Closed End Fund Stock Picks (Early 2023)

Mexico stock picks or potential nearshoring stocks that are the holdings of Mexico closed-end funds Herzfeld Caribbean Basin Fund, Mexico Equity and…

Aug 20, 2023

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