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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)
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