, Author at Emerging Market Skeptic

Central and Eastern Europe Fund Holdings (Q3 2023)

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

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

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Mexico Closed End Fund Stock Picks (Early 2023)

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

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

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

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

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

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CMBI China and Hong Kong Equity Research (June 2023)

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moneycontrol India Stock of the Day (June 2023)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Spur Corporation Ltd (JSE: SUR): Owns South Africa’s “Official Restaurant” and Has Produced Sizzling Results

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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

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

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

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

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

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

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

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

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

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

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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)

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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)

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

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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

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

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

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

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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

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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

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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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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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