← Emerging Market Skeptic home
Category: “EMS Analysis”
Featured emerging market skeptic analysis. To subscribe to our emerging markets newsletter (Monday morning “Emerging Market Links + The Week Ahead” is completely free and can also be found at http://www.emergingmarketskeptic.com/category/emering-market-skeptic-newsletter/), please visit our Substack: https://emergingmarketskeptic.substack.com/
In addition, visit our EM Stock Pick Tear Sheet section for brief research tear sheets on various emerging market stocks: https://emergingmarketskeptic.substack.com/s/emerging-market-stock-pick-tear-sheets
- EM Fund Stock Picks & Country Commentaries (May 30, 2023)
- CGX Energy (CVE: OYL / FRA: GXCN / OTCMKTS: CGXEF): A Speculative Guyana Oil Small Cap Stock
- Gran Tierra Energy (NYSE: GTE): Still Has Plenty of Exploration Opportunities in Colombia and Ecuador
- GeoPark Ltd (NYSE: GPRK): Positioned for a Latin American Oil Boom
- Pekao (WSE: PEO / FRA: BP1): Poland’s Second Largest Bank Positioned for a Polish Growth Slowdown
- EM Fund Stock Picks & Country Commentaries (May 23, 2023)
- Public Bank (KLSE: PBBANK / OTCMKTS: PBLOF): Consistently Strong Financial Performance & Prudent Management
- Quálitas Controladora (BMV: Q): A Potential NAFTA and Mexico Nearshoring Play
- 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
- Airtel Africa (LON: AAF / FRA: 9AA / OTCMKTS: AAFRF): A Telco Who’s Performance Rides on Oil Prices
- Top 10 Chinese Automakers By Electric Vehicle Sales Stock List & Graphic
- Narayana Hrudayalaya (NSE: NH / BOM: 539551): Has Profitably Mastered the Affordable Health Care Business Model
- China Overseas Land & Investment (HKG: 0688 / OTCMKTS: CAOVF): A Value Stock Building Momentum?
- ZJLD Group (HKG: 6979): IPO of the First Baijiu Maker to List Outside of China Flops
- PKN Orlen (WSE: PKN / FRA: PKY1): Russian Oil Sanctions Bite But Looks to Expand in Germany Plus Pays Record Dividends
- Famous Brands (JSE: FBR): Africa’s Leading Vertically Integrated Restaurant Operator With Rising Earnings
- Shanghai Putailai New Energy Tech (SHA: 603659): Financing Europe’s Biggest Anode Plant in Sweden for EV Batteries
- GF Securities (HKG: 1776 / SHE: 000776 / FRA: 9GF): A Value Stock After Recent Scandals & Crackdowns?
- EM Fund Stock Picks & Country Commentaries (May 2, 2023)
- Banco Santander-Chile (NYSE: BSAC): Not Another SVB or First Republic Bank
- Betterware de Mexico (NASDAQ: BWMX): Mexico’s Direct Selling Powerhouse With Big Expansion Plans
- Noah Holdings (NYSE: NOAH): A Chinese Wealth Management Firm Facing a “Crisis of Confidence” in the Sector
- Gotion High-tech Co (SHE: 002074 / FRA: 24U0): The EV Battery Maker Causing a Stir in Michigan
- NetDragon Websoft (HKG: 0777 / FRA: 3ND): First Stock to Try the AI-CEO Gimmick (Ahead of a NYSE Spinoff-Listing)
- Persistent Systems (NSE: PERSISTENT / BOM: 533179): One of India’s Fastest Growing IT Firms You Probably Have Not Heard Of
- MapMyIndia (NSE: MAPMYINDIA / BOM: 543425): Maps Every Door in India
- EM Fund Stock Picks & Country Commentaries (April 11, 2023)
- EM Fund Stock Picks & Country Commentaries (March 28, 2023)
- How Google Ruined Financial Writing (And ChatGPT Might Save It)
- EM Fund Stock Picks & Country Commentaries (March 7, 2023)
- Making Sense of Delivery Platform Stock Metrics and Financials
- EM Fund Stock Picks & Country Commentaries (February 7, 2023)
- EM Fund Stock Picks & Country Commentaries (January 24, 2023)
- EM Fund Stock Picks & Country Commentaries (January 10, 2023)
- Emerging Market Country Selection in a Multipolar World: Twelve Things to Consider
- Digging Deeper: China vs. Taiwan Conflict Links & Resources (August 2022)
- VanEck Vietnam ETF (VNM): Flawed But Still an Easy Way to Cash in on Vietnam’s Frontier to Emerging Market Upgrade (EMS Substack)
- The Shutdown Bangkok Protests: How Safe of an Investment is Thailand?
- The Philippines: More Two Steps Forward And One Step Back?
- The Singapore Story: Not a Sure Thing for Investors?
- Will Emerging Markets and Berjaya Corporation Save RadioShack?
RadioShack's new flagship Kuala Lumpur store in the Berjaya Times Square mall.
- A Damaged Culture No More? Investing in the Philippines
- Emerging Market Stock Pick Tear Sheets (May 15-28, 2023)
- Frontera Energy (TSE: FEC / FRA: 3PY3 / OTCMKTS: FECCF): Hit By Colombia Unrest But Sees Coming Profitability and Operational Improvements
- Vista Energy (NYSE: VIST): Has the Largest Shale Oil and Gas Play Under Development Outside North America
- PZU (WSE: PZU / FRA: 7PZ / FRA: 7PZ0): Poland and the CEE’s Largest Financial Conglomerate
- PKO Bank Polski (WSE: PKO / FRA: P9O): Poland’s Largest Bank That Also Owns a Bank in Ukraine
- Investec Group (LON: INVP / JSE: INL / INP): Robust Results While Growing It’s UK Wealth Business
- EV Battery Maker Market Share Chart & Stock List (China, Japan & South Korea Stocks)
- World’s Safest Banks Rankings & List (From Late 2022)
- 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
- EM Fund Stock Picks & Country Commentaries (May 16, 2023)
- Emerging Market Stock Pick Tear Sheets (May 1-14, 2023)
- Tecnoglass (NYSE: TGLS): An Architectural Glass Stock With an Unbreakable Recent Performance
- Redefine Properties Ltd (JSE: RDF / BLN: R7H1): Load Shedding Hits Earnings-Dividends But There is Growth in Poland
- Kweichow Moutai (SHA: 600519): China’s Communist Spirit and Most Valuable Company
- EM Fund Stock Picks & Country Commentaries (May 9, 2023)
- Pick ‘n Pay (JSE: PIK / FRA: PIK): Value Stock Characteristics as South Africa Continues to Deteriorate
- Shanghai Milkground Food Tech (SHA: 600882): A Cheese Darkhorse Hit by Peak Cheese Lollipop as Chinese Consumers Tighten Belts
- Galaxy Entertainment (HKG: 0027 / OTCMKTS: GXYEF): Macau’s Best Casino Stock Positioned for Growth
- Emerging Market Stock Pick Tear Sheets (April 2023)
- TOP Financial Group (NASDAQ: TOP): Hong Kong’s Latest Crazy Meme Stock
- Hibiscus Petroleum (KLSE: HIBISCS): Profitably Enhancing Production from Mature Assets
- Fund Stock Picks & Country Commentaries (April 25, 2023)
- Anadolu Efes (IST: AEFES / FRA: EF41 / OTCMKTS: AEBZY): Bridging the East-West Divide With Beer & Soft Drinks
- EM Fund Stock Picks & Country Commentaries (April 18, 2023)
- MINISO Group Holding (NYSE: MNSO): Asia’s Notorious Copycat Retailer
- Bairong Inc (HKG: 6608 / FRA: 6B5): AI/Digital Transformation Services for Chinese Banks
- EM Fund Bank & Financial Stock Picks (Q1 2023)
- EM Fund Stock Picks & Country Commentaries (March 21, 2023)
- EM Fund Stock Picks & Country Commentaries (March 14, 2023)
- EM Fund Stock Picks & Country Commentaries (February 28, 2023)
- EM Fund Stock Picks & Country Commentaries (February 14, 2023)
- EM Fund Stock Picks & Country Commentaries (January 31, 2023)
- EM Fund Stock Picks & Country Commentaries (January 17, 2023)
- DISCLAIMER: EM Fund Stock Picks & Country Commentaries Posts
- When Emerging Market Growth Stock Investing Fails: Fundsmith Emerging Equities Trust plc to Liquidate
- Digging Deeper: Vietnam’s Stock Market Reforms and Frontier Market Status Update (July 2022)
- Thoughts for Investors: Bongbong Marcos Wins the 2022 Philippines Elections in a Landslide (EMS Substack)
- Pictures of the “Shutdown Bangkok, Restart Thailand” Protests
- Malaysian Elections: Will The Malaysia ETF Rally or Sink?
- The Malay Dilemma: Is the Malaysia ETF a Safe Emerging Market Investment?
- Apocalypse Now For Investors? A Realistic Vietnam Investment Review
- Speculators And Hit-And-Runs: Investing in Indonesia
Category Specific RSS
Africa (168)- Bonds (75)
- Books (4)
- Brands (32)
- China (626)
- Closed End Funds (19)
- Commodities (92)
- Companies (32)
- Corruption (25)
- Currencies (77)
- Eastern Europe (150)
- EMS Analysis (86)
- ETFs (44)
- Eurasia / Central Asia (31)
- Featured (2)
- Frontier / Emerging Market News (970)
- Fund Manager News & Research (487)
- Futures / Options (1)
- India (178)
- Infrastructure (19)
- Interesting News (44)
- Investing Tips (256)
- Latin America (282)
- Middle East (115)
- Mutual Funds (40)
- Newsletter (86)
- Real Estate (40)
- Russia (131)
- Southeast Asia (258)
- Startups (64)
- Stocks (283)
- Technology (188)
