- EM Fund Stock Picks & Country Commentaries (January 31, 2023)
- EM Fund Stock Picks & Country Commentaries (January 24, 2023)
- EM Fund Stock Picks & Country Commentaries (January 17, 2023)
- EM Fund Stock Picks & Country Commentaries (January 10, 2023)
- Emerging Market Links + The Week Ahead (January 9, 2023)
- The Surprising Secrets of Growth in Emerging Markets (City Wire: The Funds Fanatic Show)
- The VinFast VF8 Is Simply Not Ready for America (Jalopnik)
- The Big Debate: ‘Is China Flashing Green? No, It’s Not’ (City Wire)
- Emerging Market Links + The Week Ahead (January 2, 2023)
- AFC Asia Frontier Fund – Review 2022 and Outlook 2023 (AFC Asia Frontier Fund)
- Key Themes for Latin America in 2023 (S&P Global)
- Investors Trapped in Russian Bonds Find Buyers in Kazakhstan (Bloomberg via Yahoo!)
- Ivan Zuenko: Why Do China’s Elites Pay so Much Attention to the Collapse of the USSR and the Soviet Communist Party? (RT.com)
- Facing Demographic Doom, China’s Army Of Retirees Returns To Work In Post “Zero-Covid” Economic Wasteland (SCMP)
- Mexico’s President Likely to Leave Big Projects Unfinished (AP)
- Peru – Points on the Political Crisis (Latin America Risk Report Substack)
- Latin America Slow Descent into Interventionism (Daniel Lacalle)
- AFC on the Road – Sri Lanka (Asia Frontier Capital)
- Chart of the Day: Chinese Bourses Top IPO League Tables (Caixin)
- US Adds 36 Chinese Companies to Export Blacklist, Including Country’s Top Flash Memory Chip Maker (SCMP)
- COVID Chaos Unfolds in China (SPIEGEL International)
- Emerging Market Links + The Week Ahead (December 19, 2022)
- Daily Voice | This Wealth Manager Feels India’s Growth Outlook May be Lowered on Likely Drop in Global Earnings (Moneycontrol)
- Frontier Markets Book List (Krish’s Garden on Notion)
- Investors Look to Emerging Markets as Planets Align For End of U.S. Dollar Bull Market (The Globe & Mail)
- Latin America and the Coming Global Debt Crisis (Latin America Risk Report Substack)
- Analysis: Peru Markets Take in Political Drama as Investors Focus on Fundamentals (Reuters)
- Gold channeling East – How Much Does China Really Own? Feat. London Paul Live From The Vault -Ep103 (Kinesis Money Youtube)
- Emerging Market Links + The Week Ahead (December 5, 2022)
- Bloodbath for Banks on JSE as Ramaphosa Uncertainty Weighs (Business Report)
- Emerging Market Investors: Drop a Bric and Pick Up a Bimchip (Financial Times)
- Sustained Growth Slowdown in China Would Spill Over to Asia-Pacific Region and Beyond (Moody’s Talk)
- Variant View: China’s Zero-COVID Policy is Dead (Asian Century Stocks Substack)
- Apple Makes Plans to Move Production Out of China (WSJ)
- Conservatism Grows in Brazil, Despite Leftist President’s Win (Wall Street Journal)
- Latin America’s Pink Wave Faces Investor Skepticism (The Emerging Markets Investor)
- In Emerging Markets, the Bulls are Back Again (Globe and Mail)
- Carriers ‘In Panic Mode’ as Recession Bites, Offering ‘Crazy’ Ocean Rates (The Lodestar)
- EM Equity In 2023: Will The Longest Bear Market In History Continue? (Wellington Management)
- Kiplinger’s Personal: Don’t Give Up on Developing Markets (Kiplinger’s Personal Finance)
- Empty Rooms: Investing in Africa (Capital Allocators Podcast)
- Foreign Investors Might Prefer China Soon as Indian Market Valuation Expensive (CNBC)
- FedEx Parks Planes, Maersk Cancels Sails: World Trade Appears To Be Rapidly Deteriorating (Zero Hedge)
- Back in Hong Kong Stocks (Turtles all the way down! Substack)
- Investors in Emerging Market ETFs Should ‘Look Under the Hood’ (Reuters Video)
- Visualizing India’s Population Growth From 2022-2100 (Zero Hedge)
- ‘Once-in-a-lifetime Opportunity’: How a Mass Lockdown at the World’s Biggest iPhone Factory is India’s Big Chance to Beat out China as Apple’s Favorite Supplier (Fortune)
- East vs West, ‘Stuff’ vs ‘Finance’ (Oilprice.com)
- Mapping the Region’s Ideological Landscape (Latin America Risk Report Substack)
- Gold Fields Flags Slight Drop in Production (IOL)
- There Are Massive, Record Breaking “Mystery Buyers” In Gold All Of A Sudden (QTR Finance Substack)
- The Great ASEAN Economic Rebound (Murray Hunter Substack)
- Why China’s Marriage Crisis Is An Existential Threat To The Country (Epoch Times via Zero Hedge)
- Why China Probably Won’t Invade Taiwan (Twitter Thread)
- Emerging Market Companies Face High Refinancing Risk as Tight Financial Conditions Persist (Moody’s)
- Polen Global Emerging Markets Growth: Portfolio Manager Commentary – September 2022 (PDF file)
- Scottish Oriental Smaller Companies Trust – Annual Report for Year Ended Aug 31, 2022
- Brazil: Setting the Stage for a Brighter Future? (Franklin Templeton)
- China’s Economy Will Not Overtake the US Until 2060, If Ever (Financial Times)
- As US-China Relations Worsen, Expect Supply Chain Chaos (Freight Waves)
- No ‘Adults in the Room’: Xi Jinping Catches Global Investors Off Guard (FT)
- Emerging Market Links + The Week Ahead (October 24, 2022)
- How Much?! The Absurdity of Inflation in Argentina – Photo Essay (The Guardian)
- Outlook On Emerging Markets (Lazard AM)
- Emerging Markets Interesting for Income Right Now (FT Advisor)
- Why China is Gaining an Edge in Emerging Markets While the West Tries to ‘Impose Hegemony on a Shoestring’ (SCMP)
- China Congress Ends As “Dictator For Life” Xi Stacks Inner Circle With Loyalists; Equity Market Implications (Zero Hedge)
- Emerging Market Links + The Week Ahead (October 17, 2022)
- “This Is What Annihilation Looks Like”: Biden Export Controls ‘Wreaking Havoc’ On China’s Chip Industry (Zero Hedge)
- US Citizens at Chinese Chip Firms Caught in the Middle of Tech War After New Export Restrictions (SCMP)
- Latin America Faces a Third Shock as Global Financial Conditions Tighten (IMF)
- Volatility Storm Adds to Pain for Chile’s Battered Markets (Bloomberg via Yahoo)
- 5 Growth Opportunities in India (William Blair)
- China is No Longer Just Any Emerging Market — It Has Become Its Own Beast (CNBC)
- Brazil: A Nation Divided | FT Film (Financial Times)
- India Has a $1.2 Trillion Plan to Snatch Factories From China (Bloomberg)
- Emerging Markets Debt: Value Trap or Unfairly Tarnished? (Janus Henderson Investors)
- Prepare For Capital Controls – The Third Horseman Of The Unholy Trinity’s Apocalypse (FortuneAndFreedom.com)
- Japan’s Exports of Sanctions-exempt Used Vehicles to Russia Surge (Kyodo News)
- Asia-Pacific Equities Wait to Emerge From the Dollar’s Shadow (Robeco)
- Asean Stocks Calm Investors Despite Turmoil in Other Regions (Nikkei Asia via FreeMalaysiaToday)
- Exclusive-India’s Inclusion Into Key Govt Bond Index Pushed Back to Next Year – Sources (Reuters)
- The Brazilian Real and the Mexican Peso Have Climbed Against the Dollar as it Steamrolls Rival Currencies This Year — But Economic and Political Risks Could Eat Into Their Gains (Markets Insider)
- When Emerging Market Growth Stock Investing Fails: Fundsmith Emerging Equities Trust plc to Liquidate
- Top Emerging Markets Hiking Interest Rates Last Week: Indonesia, UAE & More (Investing.com)
- How a Strong Dollar Affects International Currencies & Commodities (CME Group)
- Emerging-Market Capital Outflow Risk Rises With US Dollar (Bloomberg)
- Emerging Market Links + The Week Ahead (September 26, 2022)
- Reflections on the Ukraine Crisis: Watershed for EM Investing? (Acadian)
- Investors Love and Hate Lula a Decade After He Made Them Very Rich (Bloomberg)
- India Is the ‘Best Bet’ in the Global Economy, Says Conglomerate Exec (CNBC)
- Emerging Market Links + The Week Ahead (September 19, 2022)
- Chinese Manufacturers Get Around US Tariffs With Some Help From Mexico (Bloomberg)
- Emerging Markets Aren’t for the Faint of Heart. Here’s What Advisors Should Know (FinancialPlanning)
- Star Stockpicker to Close Emerging Markets Fund: Terry Smith Gives Up on Struggling £325m Trust (Daily Mail)
- Shipping’s China syndrome: Demand Sinks Across Multiple Cargo Markets (FreightWaves)
- The Financial History of Emerging Markets: New Indices
- ‘Winter Is Coming,’ Taiwan Warns as Exports Slow to a Crawl (Bloomberg)
- What Goes Up: China’s Employment Crisis (J Capital Research)
- An Asian Bretton Woods? (Goldmoney)
- Emerging Market Links + The Week Ahead (January 30, 2023)
- Emerging Market Links + The Week Ahead (January 23, 2023)
- Emerging Market Links + The Week Ahead (January 16, 2023)
- DISCLAIMER: EM Fund Stock Picks & Country Commentaries Posts
- Emerging Market Country Selection in a Multipolar World: Twelve Things to Consider
- Countdown Begins to Nigeria’s Crucial 2023 Elections (Crisis Group)
- LEFT TO ROT: Inside China’s Apocalyptic ‘Ghost Cities’ Where 65Million Homes Lay Deserted as Communist Party Faces Economic Chaos (The Sun)
- China is a Minefield for International Creditors (Washington Examiner)
- Emerging Market Links + The Week Ahead (December 26, 2022)
- Panama to Shut Down First Quantum’s Giant Copper Mine (Mining.com)
- PLDT Points to Duterte’s Tirades, ‘Intense Competition’ in Budget Fiasco (Rappler)
- Mild Recession in the US may Aid Asian Markets Including India: Credit Suisse’s Dan Fineman (Money Control)
- Kyle Bass: China’s Xi Intentionally Crashing Property Market, Preparing For War (Epoch Times)
- The USA Is Still Not The Most Innovative Country In The World (Zero Hedge)
- Energy Politics Cloud Mexican Bid To Join US Semiconductor Rush (Reuters via IB Times)
- Are Peru’s Exports In Jeopardy As Social Unrest Worsens? (Zero Hedge)
- Heads to Roll at PLDT, Says ‘Disappointed’ MVP (Inquirer)
- From Hong Kong to Malaysia, Property Markets Set to Decline: IMF (Nikkei Asia)
- Which Countries Are Most Influenced By China? (Oilprice.com)
- Dead Sheep, Dumped Crops as China Covid Rules Hit (Bloomberg Supply Lines Newsletter)
- Covid-weary Chinese Millionaires Eye Singapore Amid ‘Chaos and Unpredictability’ at Home (SCMP)
- Emerging Market Links + The Week Ahead (December 12, 2022)
- Vietnam: It’s Time to Level Up (Noahpinion Substack)
- A Simple Allocation Strategy for Including EM Stocks in Global Portfolios (The Emerging Markets Investor)
- This Emerging Markets Manager Keeps Outperforming With This Strategy (Institutional Investor)
- Cristina Fernández May Not Go to Jail But Verdict Upends Argentina’s Politics (Guardian)
- Global Thematics: What’s Behind India’s Growth Story? (Morgan Stanley)
- China Confirms It Is “Mystery” Massive Gold Buyer With First Official Purchase In 3 Years (Zero Hedge)
- Sleeping Giants – The Case for Emerging Markets (Robeco Webinar)
- Asian Tigers: South Korea and Taiwan (Franklin Templeton)
- In Long Term Absolute Return Portfolio, I Have About 20 Stocks Which are Still Dominantly India: Chris Wood (The Economic Times)
- Emerging & Global Markets Catch Up With Reality (Krane Shares)
- Apple Plans to LEAVE China as COVID Protests Delay Production of Its Products: Tim Cook Could Move Factories to India and Vietnam After Brutal Lockdown at iPhone Plant Mean Key Deliveries Won’t Arrive in Time for Christmas (Daily Mail)
- Emerging Market Links + The Week Ahead (November 28, 2022)
- Analysis: Mexican Companies Could Resort to More Spinoffs to Enhance Market Value (Reuters)
- Blocked in the West, Huawei Eyes Emerging Markets (Asia Times)
- China Reopening, Oil, and Doing Nothing (Profit Hunting Blog)
- Emerging Market Links + The Week Ahead (November 21, 2022)
- Emerging Markets Debt Outlook: A Glass Half Full or Half Empty? (Wellington Management)
- Why Now Might be a Good Time for Risk-Tolerant Investors to Buy Into Emerging Markets (Globe and Mail)
- India Economic Boom: 2031 Growth Outlook (Morgan Stanley)
- Bursa Malaysia (KLSE) (Profit Hunting blog)
- Emerging Market Links + The Week Ahead (November 14, 2022)
- With China on ‘Extended’ Path to Reopening, Emerging Market Equities Will Outperform Peers in Developed Economies, Record Double-digit Growth, Allspring Analyst Says (SCMP)
- Money Rushing Into the US Will Reverse (Moneyweb.co.za)
- Manufacturing Moving to India From China, But Trade Deficit a Concern, Says Mark Mobius (ThePrint)
- How China has Dragged Down Investor Returns Over the Past Decade (Forbes India)
- Emerging Market Links + The Week Ahead (November 7, 2022)
- ‘Just So Full of Autocracies’: For the Freedom 100 Emerging Markets ETF, Outperformance in 2022 Goes Beyond Nixing China (Market Watch)
- Cash-rich AngloGold Ashanti Caught Up in JSE Rout Despite Stronger Quarter (IOL)
- Gold Market Roiled As Mystery Buyer Waves In 300 Tonnes (Zero Hedge)
- Term Three for Xi: Chinese Stocks are a No-Go (Tip Ranks)
- Xi’s Removal of Hu Points to ‘Common Prosperity,’ not Taiwan Invasion (Asia Nikkei)
- Emerging Market Links + The Week Ahead (October 31, 2022)
- Asian Frontier Markets Update (AFC Asia Frontier Fund)
- Platinum Asset Management: Asia ex-Japan Market Update
- Analysis: Donations From Brazil Farm Sector Boost Bolsonaro’s Re-election bid (Reuters)
- Visualized: Why Do Indians Buy Gold During Diwali? (Visual Capitalist)
- “Confidence Shaken:” US Firms In China Look Elsewhere As ‘Friendshoring’ Gathers Steam (Zero Hedge)
- You Probably Own More Crashing Chinese Stocks Than You Think (Investor’s Business Daily)
- Meet The 7 Men Who Will Rule China (Epoch Times / ZeroHedge)
- Webinar – Asian Frontier Markets Update on Friday, 28th October 2022
- Relaxed Financial Markets Look at Lula’s Comeback (Amundi)
- MOBIUS INVESTMENT TRUST: Mobius Scans Far Horizons as China Shunned – Manager Carlos Hardenberg Says he is Facing Strong Headwinds (Daily Mail)
- How is TSMC Still Growing? (Asianometry)
- Economic and Finance Shake-up on China’s Central Committee Heralds New Era in Face of Global Uncertainty (SCMP)
- All the Emperor’s Men: How Xi Jinping Became China’s Unrivalled Leader — and How he Plans to Expand His Power Base (Financial Times)
- Export Controls, Xi’s S&T Dreams, and “Technological Vassaldom” (ChinaTalk)
- The US Government’s New Export Controls are Wreaking Havoc on China’s Chip Industry (Twitter Thread)
- Diversified Global Emerging Markets Funds on a Rough Losing Streak Says Cameron Brandt of EFPR Global (Money Central)
- Chile Has Outperformed Other Emerging Markets and the S&P 500 This Year. Here’s How (CNBC)
- On Growth, Exports and Supply Chain Diversification: Making the Case for South Korean Equities (Franklin Templeton)
- The Chinese Market Is More Than Just Its Urban Centers (Harvard Business Review)
- Emerging Market Links + The Week Ahead (October 10, 2022)
- Analysis: Chile’s Sliding Peso Reflects Tough Battle vs Rampaging Dollar (Reuters)
- The New Frontier in Fixed Income: Short-term, Diversified Exposure to Emerging Market Bonds (FTSE Russell)
- The Biggest Problem China Faces Isn’t Real Estate (The Epoch Times via Zero Hedge)
- Emerging Market Links + The Week Ahead (October 3, 2022)
- Confronting Volatility With Closed-end Funds (Abrdn)
- Asia’s Ticking Debt Bomb: Sri Lanka Crisis Sounds Alarm Bells Across Region (Nikkei Asia via Sri Lanka Brief)
- World Bank Cuts China Growth Forecast as COVID-19, Real-estate Crunch Take Toll (WSJ via Fox Business)
- China’s $5 Trillion Rout Creates Historic Gap With Indian Stocks (Bloomberg via Business Standard)
- As Stock Picker Dubbed British Warren Buffett Winds Up Fund That Wasn’t Doing Well… Should YOU Steer Clear of Emerging Markets Too or is it Time to Buy? (Daily Mail)
- Unpacking Your Portfolio’s Exposure to China (WisdomTree)
- Global Rate Hikes Raise Contagion Risk Beyond Emerging Markets. Here’s Where to Look. (Barron’s)
- It’s Not Just the Dollar: Global Fiat Money Is a Mess (Mises Institute)
- Emerging Markets Start Sending Out Warning Signals Against The Soaring Dollar (Zero Hedge)
- Gambling on Development Review – How the Politics of Countries Matters for Development (Bretton Goods Substack)
- BNP Paribas Asset Management Survey Reveals Significant Impact of Demographic Change on Asset Allocation (BNPP AM)
- Chartbook #153: The South Asian Polycrisis (Chartbook Substack)
- Five Myths About China. And Why They Will Get Us Killed (American Mind)
- Cash-Strapped Argentina Goes All or Nothing on New Economy Chief (Bloomberg via Yahoo!)
- Mercado Libre CFO Talks E-commerce Markets, Fintech Services, Crypto, Outlook (Yahoo! Finance)
- What Went Wrong for Terry Smith’s Trust? (FT Adviser)
- China, IMF Bailouts for Poorer States Ease Bearish Sentiment Towards Emerging Markets (SCMP)
- Forget China. These 3 Emerging Markets Are Better Bets. (Barron’s)
- What Companies Have Learned from Losing Billions in Emerging Markets (Harvard Business Review)
- China’s Economy Is Headed For One Of The Largest Meltdowns Ever (19FortyFive)
- ‘The Emperor has no Clothes.’ Why China’s Reputation for Economic Management is Coming Undone (Market Watch)
- Russia’s Exclusion Potentially Paves Way For India Into Global Bond Index (Bloomberg)
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