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

CMB International Capital Corporation is a wholly owned subsidiary of China Merchants Bank (HKG: 3968 / SHA: 600036 / OTCMKTS: CIHKY / OTCMKTS: CIHHF) – one of the largest banking groups and the largest privately-owned bank in China. They come out with (and post on their website) a monthly list … Continue reading

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

Semiconductor Manufacturing International Corporation (SMIC) (SHA: 688981 / HKG: 0981 / FRA: MKN2) is considered to be China’s most important chipmaker but its origins lay with stolen TSMC technology.

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

NAURA Technology Group (SHE: 002371) is a Chinese manufacturer of integrated circuit and semiconductor equipment who benefits from the US-China chip conflict.

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

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

Advanced Micro-Fabrication Equipment (AMEC) (SHA: 688012) is China’s No. 2 manufacturer of chip making tools and a producer of etching devices who benefits from the US-China chip war.

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

China-USA based Legend Biotech (NASDAQ: LEGN) is a developer of commercial-stage biotech medicines partnered with J&J. A May 16th Nikkei Asia and FT article noted the Company had told them how concerns about the Holding Foreign Companies Accountable Act (HFCAA) had prompted them to shift its … Continue reading

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

Silicon Valley and China based ACM Research (NASDAQ: ACMR) is a leading supplier of wafer processing solutions for semiconductor and advanced wafer-level packaging (WLP) applications. A May 16th Nikkei Asia and FT article noted the Company switched its accounting work to Armanino in San Ramon, California, … Continue reading

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

Mercurity Fintech Holdings (NASDAQ: MFH) is a speculative Chinese fintech and blockchain stock. A May 16th Nikkei Asia and FT article noted the Company switched from auditor Shanghai Perfect to Onestop Assurance PAC of Singapore as the latter is registered with the Public Company Accounting Oversight Board (PCAOB) and has been inspected … Continue reading

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

Chinese online real estate marketplace Fangdd Network (NASDAQ: DUO) said in its annual report that on July 25, 2022, the Company switched auditors to the Audit Alliance of Singapore from KPMG Huazhen – one of the companies recently criticized by the Public Company Accounting Oversight Board (PCAOB). The move … Continue reading

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

Toronto based CGX Energy (CVE: OYL / FRA: GXCN / OTCMKTS: CGXEF) is focused on the exploration of oil in the Guyana-Suriname Basin and the development of a deep-water port in Berbice, Guyana. However and despite having an oil joint venture with larger Canadian group Frontera Energy Corporation (TSE: FEC / FRA: 3PY3 / OTCMKTS: FECCF), CGX Energy … Continue reading

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

Canada based Frontera Energy Corporation (TSE: FEC / FRA: 3PY3 / OTCMKTS: FECCF) is focused on oil and natural gas (plus related investments) in Colombia, Ecuador, and Guyana. Recent unrest in parts of Colombia where the Company operates has impacted some operations or exploration efforts there. However, recent Guyana exploration efforts could be … Continue reading

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

Calgary based Gran Tierra Energy (TSX: GTE / NYSE: GTE / LSE: GTE) is an independent international exploration and production company with onshore oil production focused in Colombia and Ecuador. Recent earnings and concerns about risk in Colombia have sent share prices downward, but the Company has plenty of long term development opportunities … Continue reading

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

Mexico based Vista Energy (NYSE: VIST / FRA: 1CIA / BMV: VISTAA)’s main asset in Argentina is the largest shale oil and shale gas play under development outside North America. Shares have risen from the $3 level in 2021 to the $20 level as of May 2023. The WSJ recently mentioned the stock in an … Continue reading

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

Colombia based GeoPark Ltd (NYSE: GPRK / LON: 0MDP / FRA: G6O) is a leading independent Latin American oil and gas explorer, operator and consolidator with exceptional assets across Colombia, Ecuador, Chile and Brazil plus a track record of operational growth. However, GeoPark’s two founders had a messy falling out in 2021 with the ousted Chairman … Continue reading

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

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

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

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

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

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

Chart of the Day: China’s battery makers carve out growing share in overseas markets (Caixin) $ (NOTE: Also see Top 10 Chinese Automakers By Electric Vehicle Sales Stock List & Graphic) South Korea Note: We have covered these South Korean battery stocks … Continue reading

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

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

Global Finance’s annual ranking of the World’s Safest Banks (From November 2022) shows “the finance sector has recovered better than many economies, and looks set to prosper in recovery” (Also see our growing list of Bank Stock tear sheets): ADDITIONAL RESOURCES: Share Subscribe Now Via … Continue reading

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

Singapore headquartered United Overseas Bank (SGX: U11 / FRA: UOB / UOB0 / OTCMKTS: UOVEY / UOVEF) is rated as one of the world’s top banks with 500 branches and offices across 19 countries in Asia Pacific, Europe and North America. In addition, UOB Bank has already completed the integration of their acquisition of Citibank’s retail … Continue reading

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

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

Singapore headquartered DBS Group (SGX: D05 / FRA: DEVL / DEV / OTCMKTS: DBSDY / DBSDF) operates in the three key Asian axes of growth (Greater China, Southeast Asia and South Asia) and it’s credit ratings are among the highest in the world. The Financial Times recently noted how Singapore’s big banks have been breaking earnings record … Continue reading

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

Oversea-Chinese Banking Corp (SGX: O39 / FRA: OCBA / FRA: OCBB / OTCMKTS: OVCHY) is one of the largest banks in SE Asia and has consistently ranked highly as one of the “safest banks in the world.” The Financial Times recently noted how Singapore’s big banks have been breaking … Continue reading

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

Airtel Africa (LON: AAF / FRA: 9AA / OTCMKTS: AAFRF) is a UK-based MNC providing telecommunications and mobile money services in 14 African countries. The Financial Times has recently noted how much oil prices matter to the Company’s performance (Nigeria accounts for about 40% of revenues and ebitda) as … Continue reading

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

SOURCE: China’s EV industry braced for shakeout as prices plunge (FT + Asian Nikkei) (Local players face softer demand and competition from foreign makers) BYD Company (HKG: 1211 / SHE: 002594 / OTCMKTS: BYDDY / BYDDF) SAIC Motor Corp (SHA: 600104) Guangzhou Automobile Group (SHA: 601238) Chongqing Changan Automobile (SHE: 000625 / SHE: 200625) Dongfeng Motor (state-owned) Geely Automobile Holdings (HKG: 0175) Li … Continue reading

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

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

Colombia based Tecnoglass (NYSE: TGLS) is the second largest glass fabricator serving the U.S. and the #1 architectural glass transformation company in Latin America. Shares have moved from the single digit level in 2021 to $46.46 as of yesterday’s close as the company has continued … Continue reading

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

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

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

In late April, baijiu liquor maker ZJLD Group (HKG: 6979) was the biggest Hong Kong IPO of the year (and the first baijiu to list outside of China) and it flopped: [Also see: Kweichow Moutai (SHA: 600519): China’s Communist Spirit and Most Valuable Company] With … Continue reading

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

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

Poland’s state-controlled oil company Polski Koncern Naftowy ORLEN Spólka Akcyjna (WSE: PKN / FRA: PKY1) is a multinational oil refiner and petrol retailer providing energy and fuel for more than 100 million Europeans. According to the Financial times, the ban on Russian crude oil is costing the Company millions … Continue reading

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

Famous Brands Ltd (JSE: FBR) is Africa’s leading quick-service and casual dining restaurant franchisor operating franchised, master license and Company-owned restaurants. They have a vertically integrated business model and supply chain consisting of Manufacturing, Logistics and Retail operations. The Company … Continue reading

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

South African retailer Pick ‘n Pay (JSE: PIK / FRA: PIK) just released earnings that show some green shoots for the future as well managed businesses learn to adapt to deteriorating conditions in South Africa and the vacuum left behind … Continue reading

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

Shanghai Putailai New Energy Tech (SHA: 603659) is focused on the development and sale of materials for lithium-ion batteries and automation equipment in China. It was just reported today: However, the Company will fund 30% of the project and take out loans for … Continue reading

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

Chinese dairy stock and homegrown cheesemaker Shanghai Milkground Food Tech (SHA: 600882) has been described as a dark horse in China’s cheese product market. However, the Financial Times has recently reported: Goldman Sachs loses taste for China’s cheese lollipops (Demand for flavoured snack expected to weaken … Continue reading

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

GF Securities (HKG: 1776 / SHE: 000776 / FRA: 9GF) is a diversified investment management and brokerage group that’s also the latest brokerage to be investigated by the China Securities Regulatory Commission (CSRC) amid the full roll-out of a registration-based IPO system. The stock suffered another underwriting scandal a … Continue reading

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

Cash rich Galaxy Entertainment (HKG: 0027 / OTCMKTS: GXYEF) is one of the world’s leading resorts, hospitality and gaming companies. It primarily develops and operates a large portfolio of integrated resort, retail, dining, hotel and gaming facilities in Macau. The … Continue reading

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

Banco Santander-Chile (NYSE: BSAC), part of the Santander group and majority controlled by Santander Spain, is the largest bank in Chile by loans and the second largest by deposits. The bank just reported earnings on Friday. However, some of the funds (who own its shares) we cover in our Tuesday posts … Continue reading

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

Tiny Hong Kong based online brokerage TOP Financial Group (NASDAQ: TOP) has become the latest crazy meme stock. They have just $5.2M in revenue ($1.8M in net income) for the last six months they reported financials (for the six months ended September 30, 2022)… Hong … Continue reading

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

Betterware de Mexico (NASDAQ: BWMX) is Mexico’s leading Direct-to-Consumer (bypassing retailers, wholesalers, other middlemen, etc.) company focused on creating innovative products that solve specific needs regarding organization, practicality, space-saving and hygiene within the household. The Company plans to further expand its asset-light model in the USA, … Continue reading

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

Hibiscus Petroleum Berhad (KLSE: HIBISCS) is Malaysia’s first listed independent oil and gas exploration and production company focused on enhancing production from mature assets safely and profitably in regions of their geographic focus: United Kingdom, Malaysia, Australia, and Vietnam. OVERVIEW: 1 YEAR CHART: LONG TERM CHART: … Continue reading

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

Noah Holdings Limited (NYSE: NOAH / HKEX: 6686) is a leading and pioneer wealth management service provider in China offering comprehensive one-stop advisory services on global investment and asset allocation primarily for high net worth investors. However, FT just republished a Nikkei Asia article entitled, China’s wealth management … Continue reading

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

Gotion High-tech Co (SHE: 002074 / FRA: 24U0) researches, develops, manufactures and markets lithium EV batteries with Volkswagen owning a 30% stake. With plans to expand a China-only operation globally, Gotion High-tech’s subsidiary recently made negative headlines in the USA: OVERVIEW: 1 YEAR CHART: LONG TERM CHART: ADDITIONAL … Continue reading

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

Anadolu Efes Biracilik ve Malt SanayiiAS (IST: AEFES / FRA: EF41 / OTCMKTS: AEBZY) makes more than two-thirds of its net sales in international markets and is Europe’s 5th and the world’s 9th largest brewer by production volume. Aside from Turkey (note that Turkish elections are scheduled for May 14th), … Continue reading

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

Last August, online gaming and education stock NetDragon Websoft (HKG: 0777 / FRA: 3ND) appointed Ms. Tang Yu, an AI-powered virtual humanoid robot, as the Rotating CEO of its flagship subsidiary, Fujian NetDragon Websoft Co., Ltd. Obviously, the attention grabbing PR stunt got some investor, media (Should we … Continue reading

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

Persistent Systems (NSE: PERSISTENT / BOM: 533179) is a digital engineering and enterprise modernization partner set up in 1990 by an Indian repat who worked for HP Labs. Despite the tech spending slowdown, Persistent Systems is still growing: 16.1% revenue CAGR from it’s IPO to … Continue reading

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

Lifestyle products retailer MINISO Group Holding (NYSE: MNSO) copied Japanese retail chains or brands Uniqlo, Muji and Daiso – and have arguably done it better than the originals. OVERVIEW: Rather than operate an independent network of franchisees, our seven-month investigation of Chinese corporate records and store level data indicates, … Continue reading

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

CE Info Systems Ltd (MapMyIndia) (NSE: MAPMYINDIA / BOM: 543425) is the world’s leading provider of digital maps, geospatial software & location-based IoT technologies. They make maps to help Uber, delivery vehicles, etc. drivers find your door in India. OVERVIEW: 1 YEAR CHART: LONG TERM … Continue reading

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

Small cap Bairong Inc (HKG: 6608 / FRA: 6B5) provides AI and digital intelligence and digital transformation services to Chinese banks (for security, credit evaluation, etc. purposes): OVERVIEW: 1 YEAR CHART: LONG TERM CHART: ADDITIONAL RESOURCES: Share Subscribe Now Via Substack Disclaimer. The information and views contained … Continue reading

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Turkey – Taking Stock in Times of Change (Undervalued Shares)

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Is China Still Uninvestable? A Conversation with Navis Jockey Fund (SumZero)

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Why Tencent’s Golden Share Arrangements Could Be Worse for Investors Than Alibaba’s (China Tech Shorts)

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Don’t Navigate on Headline News When Investing in Asia-Pacific (Robeco)

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Mexico’s $100-Billion Auto Parts Industry is Reinventing Itself for the EV era (Rest of World)

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On the Ground in Brazil (East Capital)

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India – Insight trip (March 2023) (Alquity)

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Five Takes on Multi-asset Investing in Post-Pandemic China (Schroders)

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Alibaba’s Spinoffs: More Clarity, More Complexity (China Tech Shorts)

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Alibaba Reorg (Interconnected)

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START not FAANG (GAM)

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Asia: The Multi-Asset Class Opportunity Set – With Partners Capital & Singapore Management University (Money Maze Podcast)

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The Allocator’s Perspective: Three Key Decisions on EM Equities (Wellington Asset Management)

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Lalatech, the Start-up Behind Lalamove Logistics Service, Files for Hong Kong IPO After Turning its Back on New York (SCMP)

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Shanghai Exchange Scraps Meeting for Syngenta’s US$9.5 Billion IPO, Disrupting Plans for World’s Biggest Offering of 2023 (SCMP)

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The ESG “Cover Your Ass” Tour Begins As Managers Scramble To Remove References In Pitch Decks (Zerohedge)

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India’s Opportunities: Impossible to Ignore (Van Eck)

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Luckin Coffee is Launching in Singapore, Will it Do Well? (Momentum Asia)

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Singapore Banks: Breaking Out (Smart Karma)

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RESTRICT China (Interconnected Substack)

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Why Chinese Apps Are the Favorites of Young Americans (WSJ)

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Pinduoduo Research Report (Hayden Capital)

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How A Country Goes Bankrupt… In 10 Steps (John Rubino Substack via Zero Hedge)

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Credit Suisse: Saudi Arabia and Qatar Set to Lose Big After UBS Deal (Middle East Eye)

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What it Looks Like When a Country Doesn’t Trust its Banks (VOX)

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Brazil’s Grievous Manufacturing Collapse (The Emerging Markets Investor)

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Countries Compete to Lure Manufacturers From China (WSJ)

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Beijing’s Regulatory Crackdown Is Unlikely to End Any Time Soon (CIGI)

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Back on the Ground in China: 8 Anecdotes From our First Post-Covid Visit (Arisaug Partners)

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It’s Time for Investors to Reevaluate Their China Exposures (Investments & Wealth Monitor)

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Standing Strong: Nestle’s Affordable Products Strategy Boosts Emerging Market Growth (FoodNavigator Europe)

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Xylem: Strong Competitive Moat With Tailwinds From Green Transition (Seeking Alpha)

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MTN Shares Plunge 12% Despite Strong Annuals as Group Cuts SA Business Outlook Due to Power Crisis (IOL)

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The Outlook for Emerging Markets (FT Adviser)

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Latin American Tech Startups Scramble After SVB Collapse (Reuters)

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Investors Told Latin American Startups to Bank with SVB. Then It Collapsed (Rest of World)

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Silicon Valley Bank ‘Contagion’ May Leave India Unscathed (The Hindu)

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India Valuations Fair Amid Global Turmoil, Says Gohil of Credit Suisse Wealth (money control)

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Should We Automate the CEO? (theHUSTLE)

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Special Situations Update (The Superinvestors of Augustusville Substack)

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Africa Oil Corporation | Investor Presentation Poised for Transformational Value Upside (Africa Oil Corporation) PDF File

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Itaú Unibanco Offer for Itaú Corpbanca Minorities; Good Value or Value Trap? (Smart Karma)

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Buy Union Pacific: A Strategic Play On Manufacturing Nearshoring To Mexico (Seeking Alpha)

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Swire Pacific Limited: Another Hong Kong Based SWAN Stock (Seeking Alpha)

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Swire Back To Buying Back – One-Third To Go (Smart Karma)

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[JD.com (JD US) Target Price Change]: Painful Transition Weighs on Both Topline and Margin (Smart Karma)

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It’s an Attractive Time to Invest in SA. But You Can’t be Emotional, Says Top Fund Manager (News24)

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Chinese Share Sales in Europe Gain Importance as Financing Tool, UBS Exec Says (CAIXIN)

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Protests Break Out As Chinese Cities Drown Under $10 Trillion In Debt, Fail To Make Payments (Zero Hedge)

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China’s Cities Struggle Under Trillions of Dollars of Debt (WSJ) 

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Silicon Valley Bank’s Troubles Threaten a Key Bridge Between Chinese Startups and U.S. Investors (The Information)

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SVB’s Debacle is Causing Panic in China’s Startup Industry (Tech Crunch)

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China’s Forex Regulator Says Offshore Remittance Policy Remains Unchanged as it Plays Down Kerfuffle Over Mobius’ ‘Can’t Get Money Out’ Claim (SCMP)

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Australia’s Wealth Fund Screens Chinese Firms at Risk of US Bans (Al Jazeera)

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Brazil Beckons with Low Valuations and Growth Potential (Van Eck)

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Gruma – LATAM Stocks Investment Analysis #13 (LATAM Stocks Substack)

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TWK is Not Your Common or Garden Agricultural Sector Counter (financialmail)

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Oceana Sees Spike in Canned Fish Sales as Customers Seek Cheaper Protein Options (IOL)

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South Africa’s Infrastructure + Societal Collapse (Twitter Thread)

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Our Thoughts on Grab’s 2022 Q4 and FY Earnings (Momentum Works)

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Chris Wood Of Jefferies (MPP Interview) (Off-Piste Investing)

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How Did China Come to Dominate the World of Electric Cars? (MIT Technology Review)

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The Tesla Competitor Dominating China’s EV Market | U.S. vs. China (WSJ)

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China Scrambles To Save Plummeting Birth Rate With Pregnancy Perks (Zero Hedge)

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Will China Grow Old Before it Grows Rich? (Lombard Odier Investment Managers)

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As China Reopens, Flight of Wealthy Chinese to Singapore Set to Accelerate (WSJ)

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Chinese Banks Cause Alarm as Capital Flight Measures Intensify (asiaMARKETS.com)

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Mark Mobius: Be ‘Very, Very Careful’ When Investing in China (Fox Business)

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‘I Can’t Get My Money Out’: Billionaire Investor Mark Mobius Says China is Restricting Flows of Capital Out of the Country (The Insider)

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Adani stock Rout Leaves Tens of Millions in Australian Retirement Savings Exposed (The Guardian)

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Crazy Optimism About China’s Economy (Gatestone Institute)

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Are Fund Manager Meetings a Waste of Time? (Behavioural Investment)

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[Investor Stories] Jonathan Whittle (Quona) on Why and When it Pays to Become a Bank, Parallels to Previous Bust… (Emerging Markets Enthusiast Podcast)

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5 Attractive Dividend Stocks From An Emerging Markets Country (Seeking Alpha)

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3 Reasons to Allocate to EM Bonds in 2023 (Van Eck)

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Nykaa, Maruti, Titan Among 10 Stocks on Morgan Stanley’s Focus List (Mint)

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US Hegemony and Its Perils (Ministry of Foreign Affairs, the People’s Republic of China)

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The Private Sector’s Share of China’s Largest Listed Companies Continued to Decline to 43 Percent in the Second Half of 2022 (PIIE)

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China’s State vs. Private Company Tracker: Which Sector Dominates? (PIIE)

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Guide to China Q1 2023 (JP Morgan AM)

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Africa Oil Has Everything I Look For In An Oil Play (Seeking Alpha)

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Nigeria’s Make-or-Break Election (Project Syndicate)

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Dr. Reddy’s Laboratories: Positive Q3 Results, Growth Supportive Of Buy (Seeking Alpha)

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4 Reasons Why Foreign Investors Are Selling Indian Stocks (ndtv)

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Tough Times Ahead for Fintechs (The Asset)

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Deep-dive 2023-3: Boustead Singapore (BOCS SP) (Asian Century Stocks)

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Bukalapak Deep Dive (Compounding Curiosity Podcast)

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WEBINAR: Apples to Apples: Benchmarking Shopee, Grab and other major tech platforms (Momentum Academy)

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Climate and Sustainability: How Impending EU Laws on ESG Disclosures Will be a Matter of Survival for Asian Suppliers (SCMP)

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JD.com’s Asset-Heavy Model And Logistics Network To Drive Margin Expansion (Seeking Alpha) JD.com, Inc (NASDAQ: JD)

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Climate Change: Hong Kong to Pay 30 Per Cent More for ESG Jobs as Companies Fight for Talent to Meet Sustainability Targets (SCMP)

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Ashmore Profits Plunge by Half to £53.8m as Spooked Investors Pull Out of Emerging Markets (City A.M.)

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Enaex – LATAM Stocks Investment Analysis #12 (LATAM Stocks)

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US Transferring Russian Assets to Ukraine Will Hollow out US Credibility (Global Times)

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Brazil and the Return of Neomercantilism (The Emerging Markets Investor)

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MercadoLibre: High-Quality Exposure To Emerging Markets (Seeking Alpha)

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TAV, Vinci, CAAP…Strategies to Conquer African Airports (The Africa Report)

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BT EXCLUSIVE: Why Mark Mobius is Not Interested in Adani Group Stocks (BT)

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The Adani Cloud Over India (Aljazera)

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Two Wall Street Powerhouses Hit by the Fall of Billionaire Adani’s Empire (The Street)

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2023 Southeast Asia Internet Report (Asian Partners)

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China’s Existential Threat to Emerging Market Economies (The Emerging Markets Investor)

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Global Companies Are Committed to China (UBS AM)

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China: What Could Drive its Markets in 2023 (Capital Group)

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3 Ideas to Profit From “Peak Climate Change Hysteria” (Undervalued Shares)

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Emerging Markets Quarterly Outlook – January 2023 (CLIM)

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