As mentioned last week, I had hit a word or character limit (maybe in part given the emoji use) with our continuously updated post and have been hitting it again tonight (but was able to save the post and start the process of breaking it up into smaller posts which I will further do next week):
I had already cleaned it up and have continued to experiment with Chinese AI (as noted in detail late last week) as at the very least, its extremely useful for extracting/organizing data/information like stock names…
As of late February, more January fund updates (our continuously updated post containing all funds is here – Any December 2024 research will be removed by next weekend as we enter March) and some new research have become available starting with a non-EM piece covering some stocks:
- 🎥🇪🇺 European Espresso: strategic shifts redefining the luxury goods market (4:38 Minutes) [Includes Transcript] – As part of our Espresso series, Portfolio Analyst Federico Borin delves into Q4 results for Europe’s luxury goods companies, exploring two key themes that could be fundamental to how the sector performs in 2025.
New Asia Fund Documents & Research
- ⏰🎬🌏 Differing macro outlooks and trade risks in APAC: What to watch? Join our webinar(FTSE Russell) – Throughout the discussion, our presenters will draw upon key findings from our APAC Financial Markets Spotlight Market Maps report, published shortly before this webinar. 27 FEBRUARY 2025:
- EMEA and Americas 2pm GMT / 9am EST
- APAC 3pm HKT
- 🗄️🌏Henderson Far East Income Limited (LON: HFEL)’s Januaryfactsheet (detailed economic and portfolio – in the top corner + under documents) discussed or mentioned:
- 📈🇹🇼 Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM)
- 📈🇦🇺 Macquarie Group Ltd (ASX: MQG / FRA: 4M4 / 4M42 / OTCMKTS: MQBKY / MCQEF)
- 📉🇮🇳 HCL Technologies (NSE: HCLTECH / BOM: 532281) – Software development & BPO.
- 📉🇮🇳 Bharat Petroleum Corporation Ltd (NSE: BPCL / BOM: 500547)
- 🏧🇮🇳 NTPC Ltd (NSE: NTPC / BOM: 532555) or National Thermal Power Corporation
To read more, please visit this article on Substack
Similar Posts:
- EM Fund Stock Picks & Country Commentaries (September 22, 2024)
- EM Fund Stock Picks & Country Commentaries (February 9, 2025)
- EM Fund Stock Picks & Country Commentaries (February 2, 2025)
- EM Fund Stock Picks & Country Commentaries (2024 Highlights)
- EM Fund Stock Picks & Country Commentaries (December 8, 2024)
- EM Fund Stock Picks & Country Commentaries (March 16 2025)
- EM Fund Stock Picks & Country Commentaries (November 10 2024)
- EM Fund Stock Picks & Country Commentaries (January 26, 2025)
- EM Fund Stock Picks & Country Commentaries (May 26, 2024)
- EM Fund Stock Picks & Country Commentaries (December 22, 2024)
- EM Fund Stock Picks & Country Commentaries (September 29, 2024)
- EM Fund Stock Picks & Country Commentaries (January 19, 2025)
- EM Fund Stock Picks & Country Commentaries (December 15, 2024)
- EM Fund Stock Picks & Country Commentaries (December 29, 2024)
- EM Fund Stock Picks & Country Commentaries (November 3, 2024)
