Frontier Market and Emerging Market Stock News

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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Our Thoughts on Grab’s 2022 Q4 and FY Earnings (Momentum Works)

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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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Adani stock Rout Leaves Tens of Millions in Australian Retirement Savings Exposed (The Guardian)

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5 Attractive Dividend Stocks From An Emerging Markets Country (Seeking Alpha)

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Nykaa, Maruti, Titan Among 10 Stocks on Morgan Stanley’s Focus List (Mint)

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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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Africa Oil Has Everything I Look For In An Oil Play (Seeking Alpha)

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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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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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JD.com’s Asset-Heavy Model And Logistics Network To Drive Margin Expansion (Seeking Alpha)

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

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

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

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

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Brazil Court Grants Bankruptcy Protection For Retailer Americanas (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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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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Stay Overweight on China Stocks to Capture Upside Momentum as UBS, Deutsche Bank Back Economic Outlook (SCMP)

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PLDT Points to Duterte’s Tirades, ‘Intense Competition’ in Budget Fiasco (Rappler)

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Heads to Roll at PLDT, Says ‘Disappointed’ MVP (Inquirer)

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Chart of the Day: Chinese Bourses Top IPO League Tables (Caixin)

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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)

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

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Analysis: Mexican Companies Could Resort to More Spinoffs to Enhance Market Value (Reuters)

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Blocked in the West, Huawei Eyes Emerging Markets (Asia Times)

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EM Equity In 2023: Will The Longest Bear Market In History Continue? (Wellington Management)

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Bursa Malaysia (KLSE) (Profit Hunting blog)

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With China on ‘Extended’ Path to Reopening, Emerging Market Equities Will Outperform Peers in Developed Economies, Record Double-digit Growth, Allspring Analyst Says (SCMP)

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‘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)

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Cash-rich AngloGold Ashanti Caught Up in JSE Rout Despite Stronger Quarter (IOL)

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Emerging Market Companies Face High Refinancing Risk as Tight Financial Conditions Persist (Moody’s)

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Polen Global Emerging Markets Growth: Portfolio Manager Commentary – September 2022 (PDF file)

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Platinum Asset Management: Asia ex-Japan Market Update

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Scottish Oriental Smaller Companies Trust – Annual Report for Year Ended Aug 31, 2022

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You Probably Own More Crashing Chinese Stocks Than You Think (Investor’s Business Daily)

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MOBIUS INVESTMENT TRUST: Mobius Scans Far Horizons as China Shunned – Manager Carlos Hardenberg Says he is Facing Strong Headwinds (Daily Mail)

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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)

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When Emerging Market Growth Stock Investing Fails: Fundsmith Emerging Equities Trust plc to Liquidate

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Fundsmith Emerging Equities Trust plc Performance

Mercado Libre CFO Talks E-commerce Markets, Fintech Services, Crypto, Outlook (Yahoo! Finance)

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Forbes Asia 100 To Watch 2022

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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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Korea, Japan Companies Expanding in Vietnam (The Asset)

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

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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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Vietnam to make Apple Watch and MacBook for first time ever (Nikkei Asia)

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

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

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

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

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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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Emperador Lists in Singapore to Pursue Global Growth (The Asset)

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The State of Russian DRS: An Update (Undervalued Shares)

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Are Big Tech Stocks Following in the Footsteps of Their Chinese Counterparts? Part Deux (The Felder Report)

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Why Newly Listed Chinese Stocks Fall Below Their IPO Prices (Nikkei Asia)

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Asian Equities Well-positioned Against Global Recession (The Asset)

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Buying Stocks in Asia: The Ultimate Guide (InvestAsian)

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Latin America’s Unicorns Face a Reckoning as VCs Flee Risk (Bloomberg)

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Why Did Monde Nissin Corporation Decide to go Public Amid the Pandemic? (The Asset)

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Indonesia to Jump on IPO Boom by Listing 14 State-owned Companies (Nikkei Asia)

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Alibaba Squeezed by Crackdown as JD.com and Pinduoduo Pounce (Nikkei Asia)

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Beijing’s Didi Blast Shakes $2tn of China Stocks in US (Nikkei Asia)

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Thai Bourse Aims for ‘Sexy’ IPOs to Boost Appeal for Investors (Nikkei Asia)

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Didi Ekes Out 1% Gain After New York IPO Pop Fizzles (Nikkei Asia)

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Dingdong IPO: What to Know About Dingdong (City Index)

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Philippines’ Largest IPO Ends Flat in Debut Trading (The Asset)

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India Emerges as China’s Tech Challenger with Record Unicorn Run (Nikkei Asia)

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Focus on Stock Picking as Valuation Gaps Tighten in Asian Equities (The Asset)

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Asia Equities: FAQS, Facts and Figures (UBS AM)

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Asia’s Hidden High-Growth Companies Reach for the Sky (Nikkei Asia)

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Can a Barbecue Baron Kick off a Big Year for Philippine IPOs? (Nikkei Asia)

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The Clash of China’s Social Media Titans (NIKKEI Asia)

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After Coupang Soars in US IPO, Can it Deliver For the Long Term? (Nikkei Asia)

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Housebound Consumers Lift Lenovo to Record Revenues & Profits (HKEXnews)

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Hong Kong Stocks Roar Into 2021 on Surge of Investment From China (Nikkei Asia)

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Will Meituan Become Hong Kong’s Tesla? (The Asset)

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The Luckin Scandal: Fake Sales, Power Struggles and a ‘Broken Model’ (Nikkei Asian Review)

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Jollibee’s Quest for Global Dominance Derailed by Virus (Nikkei Asian Review)

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LG and Samsung in Full Retreat Before Chinese Flat-panel Onslaught (Nikkei Asian Review)

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DouYu Ends First Day at Its Offer Price in $775 Million IPO (Bloomberg)

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Steinhoff: You Cannot Fool the Market … At Least Not All the Time! (BusinessReport)

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Tencent Chases Alibaba for Cloud Computing Supremacy (Nikkei Asian Review)

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Asia300 Power Performers: Tech’s Wild Ride (Nikkei Asian Review)

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Huawei Says U.S. Ban Hurting More Than Expected, to Wipe $30 Billion Off Revenue (Reuters)

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Buying Craze for Saudi Telecom Stocks Has Analysts Frowning (Bloomberg)

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After Jack: Alibaba Searches for New Growth in the Post-Ma Era (Nikkei Asian Review)

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Asia is Home to 50% of World’s Fastest Growing Companies (Nikkei Asian Review)

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The Incredible Rise of Pinduoduo, China’s Newest Force in eCommerce (TechCrunch)

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Jollibee’s Big Appetite (Nikkei Asian Review)

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Asia Pacific Index Dashboard: May 2018 (S&P DJI)

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Why it Could Be a Big Year for Chinese Bank Stocks (The Asset)

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Alibaba-backed Xpeng Emerges as China’s Answer to Tesla (Nikkei Asian Review)

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White Goods Manufacturer Qingdao Haier Co Looks at Selling D-shares in Frankfurt (The Asset)

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Five Things You Need to Know About Foxconn’s Shanghai IPO (The Asset)

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What Justifies Xiaomi’s Proposed IPO Valuation of US$100 Billion? (The Asset)

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Emerging Market Stocks Enter a Correction (Bloomberg)

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The Fun Is Just Starting for Emerging Market Stocks (Bloomberg)

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Expedia Ramps Up in Asia (Nikkei Asian Review)

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US-Chinese Business Partnerships Are Thriving (Kraneshares)

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Alibaba 2017 Investor Day

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How Does Tencent Compare With World’s Tech Titans? (Forbes)

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P&G: Betting on China, But Vulnerable to FX Fluctuations (USA Today)

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Foreign Car Brands that Failed in India (Financial Express)

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Why GM Never Found the Spark In India (BusinessLine)

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General Motors to Stops Selling Chevrolet in India (BusinessLine)

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General Motors to Leave South Africa (Moneyweb)

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Stocks with 10% or More Sales Exposure to Brazil (Goldman Sachs)

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Infographic: Why Emerging Market Stocks Aren’t All the Same (Charles Schwab)

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Asian Streaming Services Have Content plus Capital to Edge Netflix & Amazon (Nikkei Asian Review)

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Arena Hospitality IPO to be Croatia’s Largest in 9 Years (Total Croatia News)

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‘Africa’s Ikea’ Steinhoff to Buy Sleepy’s Owner Mattress Firm for $2.4 Billion (WSJ)

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Wal-mart Goes Native in China (AP)

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Lessons from Autohome Inc’s Battle With Foreign Shareholders (Bloomberg)

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What is the SEC Targeting Alibaba (BABA) About? (China Accounting Blog)

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HSBC Probed Over Hires Linked to Asian Governments (FT)

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India to Offer More Investment Options Through ADRs (The Asset)

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Pick Stocks, Not Countries, in Emerging Markets (FE Trustnet)

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Latin American Stocks to Consider (Aberdeen)

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Fitch Ratings: More Negative on Macau Casino Gaming Near-to-Medium Term Prospects

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Tech Sector Can Power Emerging Market Portfolios (FE Trustnet)

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Analyst: Macau Casinos Possible Chinese Buy Out Targets (GGRAsia)

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Understanding China’s Onshore Equity Market Rally (KraneShares)

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Naspers’ Tencent Stake Drives the MSCI South Africa Index’s Returns (KraneShares)

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Fund Manager Interview: Aberdeen India Fund (Aberdeen)

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China Internet Update (KraneShares)

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M&G Investments’ Vaight: “Chinese Firms Can Become Globally Competitive” (FE Trustnet)

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OMGI’s Crabb: India Consumer Stocks on “Very Stretched Multiples” (FE Trustnet)

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South Africa Stocks “Expensive Within Emerging Markets” (Moneyweb.co.za)

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CLSA Feng Shui Index Predicts a Good Year for These Chinese Sectors (CNBC)

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Macquarie’s Le Cornu Likes Korean Cosmetics, Chinese Insurance Stocks & Macau Casinos (Bloomberg)

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How Much Should You Invest in Emerging Markets? (The Telegraph)

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Income Ideas From Emerging Markets (Institutional Investor)

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Venezuela Hits Corporate Profits at These US Companies (Reuters)

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Putin Wants to Help Coca-Cola’s Russian Competitors (NY Observer)

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How Huawei Grew and Its Prospects in the US (WSJ)

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Brutal Competition Batters Supermarket Stocks the World Over (The Guardian)

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Why Two Fund Managers Still Believe in Macau Casino Stocks (FE Trustnet)

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Investors Could Short Hong Kong to Hedge Long Shanghai Positions (BOCOM International)

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Occupy Central Protests Will Hurt These Hong Kong Stocks (SCMP)

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Fund Managers: Why We Couldn’t Resist the Alibaba IPO (FE Trustnet)

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Russia Billionaire’s Jailing Unleashes the Shorts on Mobile TeleSystems OJSC (Bloomberg)

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Short Seller Jim Chanos: Everyone Forgets Ali Baba Was a Thief!

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Emerging Market Stocks Face Prospectus Scrutiny (Canadian Securities Law)

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Best Consumer Stocks for Emerging Market Investors (Morningstar)

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Diageo’s emerging market problems deepen (FT)

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China is Going After Foreign Car Makers (Fitch Ratings)

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Emerging Market Stocks Advance on Reform Themes & Central Bank Expectations (Bloomberg)

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Johnson & Johnson vs Abbott Laboratories in Emerging Markets (TheStreet)

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Emerging Market Private Equity Beats Listed Stocks (Asian Investor)

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Capital Economics: History Says Rally in Emerging Market Stocks is no Dead Cat Bounce (FE Trustnet)

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Lowe’s Companies Said to be Looking for Acquisitions in Brazil (Bloomberg)

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J.P. Morgan: Invest in Emerging Market Exporters (Barron’s)

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Microsoft’s Emerging Market Problems: Piracy & Naked PCs (Reuters)

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Meat Scandal Sees McDonald’s Sales Drop 7.2% in Emerging Markets (SCMP)

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What’s the Right Exposure to Emerging Market Stocks? (USA Today)

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What the HSBC Earnings Report Tells Us About Emerging Markets (Forbes)

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Coronation Africa Frontiers Fund Manager: Stick With MNC Subsidiaries (Citywire)

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Lazard Emerging Markets Fund Manager: Full-blown Financial Crisis in China is Unlikely (FE Trustnet)

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Unilever: Domestic Emerging Markets Companies Now Our stiffest Competition (FT)

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Volkswagen Hit By Falling Emerging Market Sales (FT)

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Emerging Market Weakness Hits Unilever’s Home & Personal Businesses the Most (Trefis)

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Diageo Takes a £264M Writedown on China (The Telegraph)

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Gary Shilling: 9 Investment Ideas for the Current Risk-On World (Business Insider)

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ABN Amro Likes China, Taiwan and Thailand Equities (Bloomberg)

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Improving Facebook on Android for Frontier Markets Like Africa

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Water Tech Stock Xylem Inc Wants More Revenue from Emerging Markets (Bloomberg)

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Emerging Markets Back in Favour Among European Investors (Citywire)

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Asian Banks Are Nibbling the Lunches of Global Banks (CCTV)

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Indian Media Reactions as Infosys Names SAP’s Vishal Sikka as CEO

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Estée Lauder’s Focus on Prestige Beauty Products Pays Off in Emerging Markets (Forbes)

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Emerging Markets Roundtable: How and When to Return to the Sector? (Citywire)

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Gap Inc Will Be the First to Bring the “Made in Myanmar” Label to America (Myanmar Times)

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Xiaomi Smartphones Are Coming to an Emerging Market Near You (Bloomberg / Tech in Asia)

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How Big of a Threat is China’s Xiaomi to Apple? (Bloomberg)

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New UPS CEO Will Focus on Emerging Markets (FT / Reuters)

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Microsoft Sees Asian Emerging Markets as a Way to Get Ahead of Rivals (Seattle Times)

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Miners From Emerging Markets Outperform Peers From Developed Countries (PwC)

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Allocation and Share of Retail Investors in Emerging Market Funds (EM Equity)

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Allocation and Share of Institutional Investors in Emerging Market Funds (EM Equity)

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British Investment Managers Increase Their Emerging Market Bets (Reuters)

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