← Emerging Market Skeptic home
Category: “Frontier / Emerging Market News”
Frontier market and emerging market news.
- Turkey – Taking Stock in Times of Change (Undervalued Shares)
- Mexico’s $100-Billion Auto Parts Industry is Reinventing Itself for the EV era (Rest of World)
- Alibaba Reorg (Interconnected)
- Shanghai Exchange Scraps Meeting for Syngenta’s US$9.5 Billion IPO, Disrupting Plans for World’s Biggest Offering of 2023 (SCMP)
- Luckin Coffee is Launching in Singapore, Will it Do Well? (Momentum Asia)
- RESTRICT China (Interconnected Substack)
- How A Country Goes Bankrupt… In 10 Steps (John Rubino Substack via Zero Hedge)
- What it Looks Like When a Country Doesn’t Trust its Banks (VOX)
- Countries Compete to Lure Manufacturers From China (WSJ)
- Standing Strong: Nestle’s Affordable Products Strategy Boosts Emerging Market Growth (FoodNavigator Europe)
- MTN Shares Plunge 12% Despite Strong Annuals as Group Cuts SA Business Outlook Due to Power Crisis (IOL)
- Investors Told Latin American Startups to Bank with SVB. Then It Collapsed (Rest of World)
- India Valuations Fair Amid Global Turmoil, Says Gohil of Credit Suisse Wealth (money control)
- Special Situations Update (The Superinvestors of Augustusville Substack)
- Itaú Unibanco Offer for Itaú Corpbanca Minorities; Good Value or Value Trap? (Smart Karma)
- Swire Pacific Limited: Another Hong Kong Based SWAN Stock (Seeking Alpha)
- [JD.com (JD US) Target Price Change]: Painful Transition Weighs on Both Topline and Margin (Smart Karma)
- Chinese Share Sales in Europe Gain Importance as Financing Tool, UBS Exec Says (CAIXIN)
- China’s Cities Struggle Under Trillions of Dollars of Debt (WSJ)
- SVB’s Debacle is Causing Panic in China’s Startup Industry (Tech Crunch)
- Australia’s Wealth Fund Screens Chinese Firms at Risk of US Bans (Al Jazeera)
- TWK is Not Your Common or Garden Agricultural Sector Counter (financialmail)
- South Africa’s Infrastructure + Societal Collapse (Twitter Thread)
- The Tesla Competitor Dominating China’s EV Market | U.S. vs. China (WSJ)
- As China Reopens, Flight of Wealthy Chinese to Singapore Set to Accelerate (WSJ)
- Mark Mobius: Be ‘Very, Very Careful’ When Investing in China (Fox Business)
- Adani stock Rout Leaves Tens of Millions in Australian Retirement Savings Exposed (The Guardian)
- [Investor Stories] Jonathan Whittle (Quona) on Why and When it Pays to Become a Bank, Parallels to Previous Bust… (Emerging Markets Enthusiast Podcast)
- Nykaa, Maruti, Titan Among 10 Stocks on Morgan Stanley’s Focus List (Mint)
- Africa Oil Has Everything I Look For In An Oil Play (Seeking Alpha)
- Dr. Reddy’s Laboratories: Positive Q3 Results, Growth Supportive Of Buy (Seeking Alpha)
- Tough Times Ahead for Fintechs (The Asset)
- Bukalapak Deep Dive (Compounding Curiosity Podcast)
- JD.com’s Asset-Heavy Model And Logistics Network To Drive Margin Expansion (Seeking Alpha) JD.com, Inc (NASDAQ: JD)
- Ashmore Profits Plunge by Half to £53.8m as Spooked Investors Pull Out of Emerging Markets (City A.M.)
- US Transferring Russian Assets to Ukraine Will Hollow out US Credibility (Global Times)
- TAV, Vinci, CAAP…Strategies to Conquer African Airports (The Africa Report)
- The Adani Cloud Over India (Aljazera)
- 3 Ideas to Profit From “Peak Climate Change Hysteria” (Undervalued Shares)
- Mexico’s Industrial Hubs Grow as Part of Trade Shift Toward Nearshoring (WSJ)
- Why China’s ‘Crazy’ Mega-rich Are Moving Their Wealth, and Partying, to Singapore (SCMP)
- Capitalizing on USA-China Tensions (Stock Spotlight Substack)
- No, Brazil and Argentina Aren’t Planning a South American Version of the Euro. Here’s What’s Going On. (Market Watch via MSN)
- 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)
- Adani Group: How The World’s 3rd Richest Man Is Pulling The Largest Con In Corporate History (Hindenburg Research)
- Brazil Court Grants Bankruptcy Protection For Retailer Americanas (Reuters)
- Survey Results: Will Global Stock Markets Crash in 2023? (Visual Capitalist)
- Explainer: Why Malaysia is Considering a Ban on Palm Oil Exports to the European Union (Reuters)
- Corporate Earnings Will Have to Justify the Valuations, Says Motilal Oswal’s Raamdeo Agrawal (Money Control)
- Brazil’s Americanas Could Face Up to $8 Billion Early Debt Charges After Accounting Scandal, Court Warns (Reuters)
- Telefonica: There’s A Significant Upside At This Valuation In 2023 (Seeking Alpha)
- Foreign Investors Continue Selling Spree of 2022 Into the New Year (CNBCTV8 India)
- 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)
- 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)
- 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)
- Investors Look to Emerging Markets as Planets Align For End of U.S. Dollar Bull Market (The Globe & Mail)
- Cristina Fernández May Not Go to Jail But Verdict Upends Argentina’s Politics (Guardian)
- Gold channeling East – How Much Does China Really Own? Feat. London Paul Live From The Vault -Ep103 (Kinesis Money Youtube)
- Bloodbath for Banks on JSE as Ramaphosa Uncertainty Weighs (Business Report)
- 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)
- 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)
- 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)
- 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)
- 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)
- 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)
- How Much?! The Absurdity of Inflation in Argentina – Photo Essay (The Guardian)
- 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)
- “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)
- China is No Longer Just Any Emerging Market — It Has Become Its Own Beast (CNBC)
- Analysis: Chile’s Sliding Peso Reflects Tough Battle vs Rampaging Dollar (Reuters)
- Why Tencent’s Golden Share Arrangements Could Be Worse for Investors Than Alibaba’s (China Tech Shorts)
- Alibaba’s Spinoffs: More Clarity, More Complexity (China Tech Shorts)
- Lalatech, the Start-up Behind Lalamove Logistics Service, Files for Hong Kong IPO After Turning its Back on New York (SCMP)
- The ESG “Cover Your Ass” Tour Begins As Managers Scramble To Remove References In Pitch Decks (Zerohedge)
- Singapore Banks: Breaking Out (Smart Karma)
- Why Chinese Apps Are the Favorites of Young Americans (WSJ)
- Credit Suisse: Saudi Arabia and Qatar Set to Lose Big After UBS Deal (Middle East Eye)
- Brazil’s Grievous Manufacturing Collapse (The Emerging Markets Investor)
- Beijing’s Regulatory Crackdown Is Unlikely to End Any Time Soon (CIGI)
- Xylem: Strong Competitive Moat With Tailwinds From Green Transition (Seeking Alpha)
- Latin American Tech Startups Scramble After SVB Collapse (Reuters)
- Silicon Valley Bank ‘Contagion’ May Leave India Unscathed (The Hindu)
- Should We Automate the CEO? (theHUSTLE)
- Africa Oil Corporation | Investor Presentation Poised for Transformational Value Upside (Africa Oil Corporation) PDF File
- Buy Union Pacific: A Strategic Play On Manufacturing Nearshoring To Mexico (Seeking Alpha)
- Swire Back To Buying Back – One-Third To Go (Smart Karma)
- It’s an Attractive Time to Invest in SA. But You Can’t be Emotional, Says Top Fund Manager (News24)
- Protests Break Out As Chinese Cities Drown Under $10 Trillion In Debt, Fail To Make Payments (Zero Hedge)
- Silicon Valley Bank’s Troubles Threaten a Key Bridge Between Chinese Startups and U.S. Investors (The Information)
- China’s Forex Regulator Says Offshore Remittance Policy Remains Unchanged as it Plays Down Kerfuffle Over Mobius’ ‘Can’t Get Money Out’ Claim (SCMP)
- Gruma – LATAM Stocks Investment Analysis #13 (LATAM Stocks Substack)
- Oceana Sees Spike in Canned Fish Sales as Customers Seek Cheaper Protein Options (IOL)
- How Did China Come to Dominate the World of Electric Cars? (MIT Technology Review)
- China Scrambles To Save Plummeting Birth Rate With Pregnancy Perks (Zero Hedge)
- Chinese Banks Cause Alarm as Capital Flight Measures Intensify (asiaMARKETS.com)
- ‘I Can’t Get My Money Out’: Billionaire Investor Mark Mobius Says China is Restricting Flows of Capital Out of the Country (The Insider)
- Crazy Optimism About China’s Economy (Gatestone Institute)
- 5 Attractive Dividend Stocks From An Emerging Markets Country (Seeking Alpha)
- US Hegemony and Its Perils (Ministry of Foreign Affairs, the People’s Republic of China)
- Nigeria’s Make-or-Break Election (Project Syndicate)
- 4 Reasons Why Foreign Investors Are Selling Indian Stocks (ndtv)
- Deep-dive 2023-3: Boustead Singapore (BOCS SP) (Asian Century Stocks)
- Climate and Sustainability: How Impending EU Laws on ESG Disclosures Will be a Matter of Survival for Asian Suppliers (SCMP)
- Climate Change: Hong Kong to Pay 30 Per Cent More for ESG Jobs as Companies Fight for Talent to Meet Sustainability Targets (SCMP)
- Enaex – LATAM Stocks Investment Analysis #12 (LATAM Stocks)
- MercadoLibre: High-Quality Exposure To Emerging Markets (Seeking Alpha)
- BT EXCLUSIVE: Why Mark Mobius is Not Interested in Adani Group Stocks (BT)
- Two Wall Street Powerhouses Hit by the Fall of Billionaire Adani’s Empire (The Street)
- Visualizing Global 2023 GDP Growth Forecasts By Country (Visual Capitalist)
- PE Deals in Asia-Pacific Fall in 2022 as US Investors Drop China for India (Business Standard)
- Chartbook #194 Can Beijing Halt China’s Housing Avalanche? The Most Important Economic-Policy Question for 2023? (Chartbook Substack)
- Animated Chart: Remittance Flows and GDP Impact By Country (Visual Capitalist)
- Brazil’s Central Bank On The Verge Of Raising Its Inflation Target As It Spirals Into The Inflationary Abyss (Zero Hedge)
- What is BharOS, the New Mobile Operating System Made in India That Wants to Take on Android? (FirstPost)
- Best Emerging Markets ETFs (Updated January 2023) (The Street)
- Which Countries Are The Most Polarized? (Visual Capitalist)
- Malaysia Responds to EU Moral Imperialism (Murray Hunter Substack)
- Is It Time to Invest in Emerging Markets? (Jerusalem Post)
- Americanas: Rial Encontra Inconsistência de R$ 20 Bi Nas Contas e Decide Não Seguir Como CEO (exame invest)
- International Meal Company – MEAL3 – LATAM Stocks Investment Analysis #11 (Latam Stocks Substack)
- Why We Shouldn’t Underestimate China’s Petro-Yuan Ambitions (Oilprice.com)
- Stay Overweight on China Stocks to Capture Upside Momentum as UBS, Deutsche Bank Back Economic Outlook (SCMP)
- The VinFast VF8 Is Simply Not Ready for America (Jalopnik)
- The Big Debate: ‘Is China Flashing Green? No, It’s Not’ (City Wire)
- 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)
- 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)
- Vietnam: It’s Time to Level Up (Noahpinion Substack)
- 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)
- China Confirms It Is “Mystery” Massive Gold Buyer With First Official Purchase In 3 Years (Zero Hedge)
- Variant View: China’s Zero-COVID Policy is Dead (Asian Century Stocks Substack)
- Apple Makes Plans to Move Production Out of China (WSJ)
- 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)
- India Economic Boom: 2031 Growth Outlook (Morgan Stanley)
- Bursa Malaysia (KLSE) (Profit Hunting blog)
- Back in Hong Kong Stocks (Turtles all the way down! Substack)
- 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)
- ‘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 Companies Face High Refinancing Risk as Tight Financial Conditions Persist (Moody’s)
- 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)
- Webinar – Asian Frontier Markets Update on Friday, 28th October 2022
- 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)
- 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)
- The Chinese Market Is More Than Just Its Urban Centers (Harvard Business Review)
- Brazil: A Nation Divided | FT Film (Financial Times)
- India Has a $1.2 Trillion Plan to Snatch Factories From China (Bloomberg)
Support This Site
Tags
Africa
Argentina
Asia
Bangladesh
Brazil
Cambodia
Chile
China
Colombia
East Asia
Eastern Europe
Egypt
Greece
Hong Kong
India
Indonesia
Japan
Kenya
Latin America
Macau
Malaysia
Mexico
Middle East
Myanmar
Nigeria
Pakistan
Peru
Philippines
Poland
Qatar
Russia
Saudi Arabia
SE Asia
Singapore
South Africa
South Asia
South Korea
Sri Lanka
Taiwan
Thailand
Turkey
Ukraine
United Arab Emirates (UAE)
Venezuela
Vietnam
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)
Archives