External Links Archives - Emerging Market Skeptic

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

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

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

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

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

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

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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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[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)

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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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Visualizing Global 2023 GDP Growth Forecasts By Country (Visual Capitalist)

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EMs With Stronger Fundamentals Should See Inflows (Capital Group)

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Mexico’s Industrial Hubs Grow as Part of Trade Shift Toward Nearshoring (WSJ)

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PE Deals in Asia-Pacific Fall in 2022 as US Investors Drop China for India (Business Standard)

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Case Study Series – Meituan: Finding Business Clarity (Momentum.Asia)

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Why China’s ‘Crazy’ Mega-rich Are Moving Their Wealth, and Partying, to Singapore (SCMP)

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Chartbook #194 Can Beijing Halt China’s Housing Avalanche? The Most Important Economic-Policy Question for 2023? (Chartbook Substack)

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China’s Structural Growth – From Opportunities to Challenges With Risks (BNP Paribas)

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CLSA Feng Shui Index 2023 – Year of the Water Rabbit

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Short-Seller Hindenburg Targets India’s Richest Man For “Brazen Stock Manipulation” (Zero Hedge)

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China: No Longer a ‘No-Brainer,’ But Still the Best of Emerging Markets (Institutional Investor)

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Capitalizing on USA-China Tensions (Stock Spotlight Substack)

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Animated Chart: Remittance Flows and GDP Impact By Country (Visual Capitalist)

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Emerging Market Small Cap: Good Things Come In… (Man Group)

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No, Brazil and Argentina Aren’t Planning a South American Version of the Euro. Here’s What’s Going On. (Market Watch via MSN)

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Brazil’s Central Bank On The Verge Of Raising Its Inflation Target As It Spirals Into The Inflationary Abyss (Zero Hedge)

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Forget Big Tech—Emerging Market Stocks Will be the Leaders of the Next Decade as India Takes China’s Thunder, Morgan Stanley IM Says (Fortune)

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What is BharOS, the New Mobile Operating System Made in India That Wants to Take on Android? (FirstPost)

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Adani Group: How The World’s 3rd Richest Man Is Pulling The Largest Con In Corporate History (Hindenburg Research)

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Best Emerging Markets ETFs (Updated January 2023) (The Street)

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Latin America Q1 2023 Guide to the Markets (JP Morgan AM)

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Monthly Market Review – January 2023 (Asia Pacific) (JP Morgan AM)

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Brazil Court Grants Bankruptcy Protection For Retailer Americanas (Reuters)

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The ‘Dollar Wrecking Ball’ Got Wrecked, Why Investors Should Look ‘Outside’ the U.S. – Michael Gayed (Kitco)

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Which Countries Are The Most Polarized? (Visual Capitalist)

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Survey Results: Will Global Stock Markets Crash in 2023? (Visual Capitalist)

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Malaysia Responds to EU Moral Imperialism (Murray Hunter Substack)

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Explainer: Why Malaysia is Considering a Ban on Palm Oil Exports to the European Union (Reuters)

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Southeast Asian Food Delivery Players, Grab, GoTo Face Slump as Spending Growth Slows to Four-Year Low (Tech Times)

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2023 China Outlook: Leaping Back to Growth Potential in The Year of The Rabbit (Krane Shares)

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Is It Time to Invest in Emerging Markets? (Jerusalem Post)

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Emerging Markets vs Developed Markets (Franklin Templeton)

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Emerging Markets Insights: Optimism on 2023 Outlook (Franklin Templeton)

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Corporate Earnings Will Have to Justify the Valuations, Says Motilal Oswal’s Raamdeo Agrawal (Money Control)

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Sinology: A 2023 Calendar for China’s Reopening and Recovery (The China Fund, Inc)

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Americanas: Rial Encontra Inconsistência de R$ 20 Bi Nas Contas e Decide Não Seguir Como CEO (exame invest)

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Brazil’s Americanas Could Face Up to $8 Billion Early Debt Charges After Accounting Scandal, Court Warns (Reuters)

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International Meal Company – MEAL3 – LATAM Stocks Investment Analysis #11 (Latam Stocks Substack)

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Telefonica: There’s A Significant Upside At This Valuation In 2023 (Seeking Alpha)

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Emerging Markets Debt: Springtime in January? (Barings)

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Saudi Arabia: A Rising Investment Destination (VanEck)

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Why We Shouldn’t Underestimate China’s Petro-Yuan Ambitions (Oilprice.com)

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Foreign Investors Continue Selling Spree of 2022 Into the New Year (CNBCTV8 India)

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Stay Overweight on China Stocks to Capture Upside Momentum as UBS, Deutsche Bank Back Economic Outlook (SCMP)

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Apple Makes Plans to Move Production Out of China (WSJ)

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Gold Market Roiled As Mystery Buyer Waves In 300 Tonnes (Zero Hedge)

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‘The Emperor has no Clothes.’ Why China’s Reputation for Economic Management is Coming Undone (Market Watch)

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Forbes Asia 100 To Watch 2022

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Russia’s Top Gold Producer Sells $670 Million of Bonds in Yuan (Caixin)

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Chinese Stocks Could Plunge by 20% if Real Estate Troubles Get Much Worse, Morgan Stanley Says (CNBC)

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Chinese Copper Giant Maike Seeks Help With Liquidity Issues (Bloomberg)

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One Of China’s Biggest Commodity Traders Faces Liquidity Crisis (Zero Hedge)

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US-China Business Council Member Survey 2022

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US Business Optimism in China Tumbles to an All-time low, With Zero-Covid and Geopolitical Tension Top Concerns (SCMP)

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101 Countries Witness Rise in Civil Unrest in Last Quarter (Verisk Maplecroft)

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“Worst Has Yet To Come”: Civil Unrest Set To Surge Worldwide As Socioeconomic Pressure Builds, Report Warns (Zero Hedge)

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Korea, Japan Companies Expanding in Vietnam (The Asset)

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What’s Going on in the Chinese Real Estate Market? (Yielddive)

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Once South-East Asia’s Most Valuable Startup, Grab Falls US$13bil Behind GoTo (Bloomberg via The Star)

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China’s Water Crisis Could Trigger Global Catastrophe (ZeroHedge)

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The Chinese Economy is Experiencing a Near-Complete Collapse (Twitter Thread)

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China’s Rocky Economy Is a Major Warning for the U.S. (InvestorPlace)

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In Depth: How Chinese Private Equity Firms Got Scammed by Their Own Sales Teams (Caixin)

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Factbox-Highlights of the U.S.-China Audit Deal (Reuters)

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Analysis: Years of Political Crises in Peru Are Finally Hitting Its Economy (AP)

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Venezuela – A Multi-Bagger Recovery Play?

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China’s Power Crisis Worsens As More Factories Suspend Operations (ZeroHedge)

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China’s Trillion-Dollar Research Funds Squandered On Travel and Leisure (Epoch Times via ZeroHedge)

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Alibaba, JinkoSolar Hold Onto Investor Favor After China Stock Sell-Off (Caixin)

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Analysis: China Investors Hedge U.S. Delisting Risk With Hong Kong Play (Reuters)

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Companies Draw Up Contingency Plans On Chinese Invasion Risk (ZeroHedge)

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China Is Preparing To Go To War (19fortyfive.com)

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Geopolitics: The World is Splitting Into Two (Goldmoney)

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Stocks, Bonds, Real Estate & The Dollar Are About To Get “Vaporized” (QTR’s Fringe Finance)

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The Fat Russian Lady is Getting Ready To Sing For The LBMA (GoldFix)

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Russia Proposes New Standard To Compete With RIGGED London Bullion Market Association (LBMA) (Capitalist Exploits via Zero Hedge)

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Bolstering Building Blocks and Silicon Shields (Franklin Templeton)

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Fifty Million Empty Flats Threaten to Plunge China’s Troubled Property Market Further Into Crisis, Warns Think Tank (SCMP)

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Baby Bust: China’s Looming Demographic Disaster (Spectator)

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Five Chinese State-owned Companies to Delist from NYSE (Reuters)

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Graft Scandal Casts Long Shadow Over China’s Chipmaking Ambitions (Caixin via Straits Times)

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2022, Xi Jinping’s Annus Horribilis: Or is it? (Asia Society)

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China Unexpectedly Cuts Rates As Terrible Econ Data Confirms “Alarming” Slowdown, Yields Plunge (Zero Hedge)

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Coca-Cola Bottler to Detail Costs of Exiting Russia (Reuters)

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Argentina Vows Not To Go Full Weimar, Will Stop Printing Money Amid 60% Inflation (Zero Hedge)

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Argentina Is Running Out of Cash to Stave Off Devaluation (Bloomberg)

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Feed Shortage Leads To Pig Cannibalism, China’s Economy Worsens (The Epoch Times / Zero Hedge)

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China Is Pushing for a Baby Boom. It’s Getting a Baby Bust (Sixth Tone)

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Maybe Oct Before Meaningful Macau Casino Biz: JP Morgan (GGR)

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Alibaba Added to Watch List of Chinese Firms Facing Expulsion From US Exchanges, Days After Primary Listing Bid in Hong Kong (SCMP)

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Japanese Companies Appear To Be “In No Rush” To Exit Operations In Russia (Zero Hedge)

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“Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)

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Quarterly Frontier Markets Recap – 2Q22 (Fitch)

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Outlook on Emerging Markets – July 2022 (Lazard AM)

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Emerging Markets Quarterly Outlook – July 2022 (City of London Investment Management)

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