EM Fund Stock Picks & Country Commentaries (December 22, 2024)

As of just before Christmas, a number of November fund updates (our continuously updated post containing all funds is here) plus new research or 2025 outlooks have become available:

🔬🌐 This abrdn piece discussed their recent visit to Brunello Cucinelli SpA (BIT: BC / FRA: 8BU / OTCMKTS: BCUCF): Small- and mid-caps: dressed for success – Read our article to discover the trends driving small- and mid-caps, supply-chain dynamics, and a stock that stands out.
🎥🌐 PGIM Fixed Income has this serious of short videos (a couple of minutes long) covering various sectors: Post-U.S. Election Sector Impacts

New Asia Fund Documents & Research

🔬🇯🇵 We don’t cover Japan in detail, but Janus Henderson Investors has this piece: Following a transformative year for Japanese equities, what lies ahead for 2025? – It was a pivotal year for the Japanese economy and its stock markets. Head of Japanese Equities Junichi Inoue discusses the implications and key risk for investors in 2025.
📈🌏 Asia Frontier Capital has this review which also discussed Pakistan stocks such as smartphone manufacturer, distributor & retailer Airlink Communication (PSX: AIRL), the pharma group formerly known as GSK group’s Pakistan business Haleon Pakistan (PSX: HALE), and Pakistan Stock Exchange Limited (PSX: PAKS); Sri Lankan stocks such as healthcare products maker Sunshine Holdings (CSE:SUN) and Commercial Bank of Ceylon PLC (CSE: COMB / COMBt); Vietnam’s digital IT service provider FPT Corp(HOSE: FPT); Kazakhstan’s KASPI (NASDAQ: KSPI / LON: 80TE / FRA: KKS) and Halyk Bank(LSE: HSBK / FRA: H4L1); Hong Kong listed coking coal stock Mongolian Mining Corp (HKG: 0975 / FRA: 29X2 / OTCMKTS: MOGLF) and Mongolian convenience store operator Premium Nexus Jsc (MSE: CUMN); and Georgian banks Bank Of Georgia Group Plc (LON: BGEO / FRA: GEB / OTCMKTS: BDGSF) and Tbc Bank Group Plc(LON: TBCG / OTCMKTS: TBCCF):
- 📈🌏 AFC Asia Frontier Fund Entering 2025 on a Strong Footing – 2024 Review and Outlook for 2025 – In our 2024 Outlook report, we wrote that 2024 would be the year of Asian frontier markets and that we would not be surprised if the fund’s NAV reached its all-time high. Both have taken place with markets like Iraq, Pakistan, and Sri Lanka seeing world-beating rallies while the AFC Asia Frontier Fund has achieved a new all-time high NAV – this is a reflection of our conviction in the immense potential of Asian frontier markets.

New Asia Fund Documents & Research

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