EM Fund Stock Picks & Country Commentaries (June 21, 2026)

As of the later part of June, more May fund updates (our continuously updated post containing all funds is here) along with new emerging market research are available:

🗄️ Fund documents / updates; ⚠️ Disclosures or restricted access e.g. based on your location, investor status, etc.; 🇼 Wikipedia page; 🔬 Research analysis (including articles/blog posts from fund managers, etc.); 🎥 Video; 🎙️ Podcast; 🎬 Webinar; 📝 Transcript; 📰 Newspaper/magazine article; 📯 Press release; 💻 Substack/blog/website article; ✅ Our own posts; 🗃️ Linked archived article; ⏰ Upcoming webinar or event.

📈 Contributors; 📉 Detractors; 🏧 Transactions; 🚩Discusses/mentions stocks by name.

Disclaimer: We usually use Deepseek to summarize or extract stock names and assign performance emojis. Like all AI, Deepseek is not perfect and regularly adjusts their model which can lead to mistakes/misunderstandings/misinterpretations of the data its given. Your use of any content is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness of the content.

🌏 New Asia Fund Documents & Research

🗄️🎥🌏🚩 Aberdeen Asia Focus: Online presentation (Aberdeen Investments) 46:27 Minutes – Watch the online presentation for Abrdn Asia Focus PLC (LON: AAS). Hear from Chair, Krishna Shanmuganathan and Lead Manager, Gabriel Sacks.
🗄️🌏 The monthly factsheet (detailed economic and portfolio) for the Abrdn Asia Focus PLC (LON: AAS), a high conviction portfolio of Asian small caps, is from May. Stocks discussed or mentioned:
- 📉🇮🇩 🇲🇾 MP Evans Group PLC (LON: MPE / FRA: NYP / OTCMKTS: MPEVF) – Palm plantations in Indonesia + investment in a property company in Malaysia.
- 📉🇮🇩 AKR Corporindo Tbk PT (IDX: AKRA / OTCMKTS: PKCPY) – Petrochemical distributor + controls Java Integrated Industrial and Port Estate (JIIPE). 🇼 🏷️
- 📉🇰🇷 Classys (KRX: 214150) – Medical aesthetics technologies w/ market share positioning in 55+ countries (Europe, Australia, Brazil & Singapore). 🏷️
- 📉🇰🇷 HD Hyundai Marine Solution (KRX: 443060) – Integrated engineering-based services to Hyundai brand ships. 🇼 🏷️
- 📉🇰🇷👼🏻 HD Hyundai Electric Co Ltd (KRX: 267260) – Electrical equipment, energy storage devices, marine solutions, industrial IoT-based application platform, eco-friendly products, voltage switchboard & generates solar power energy. 🇼 🏷️
- 📈🇹🇼 Taiwan Union Technology Corporation (TPEX: 6274) – Value-added materials & advanced mass lamination service to the global electronics industry.
- 📈🇹🇼 Sino-American Silicon Products Inc (TPEX: 5483) – 3″~12″ wafers (semiconductor, solar & sapphire, application expands to solar, photovoltaic & daily energy). 🏷️
- 📈🇹🇼 Chroma Ate Inc (TPE: 2360) – Taiwanese automated testing company. Semiconductor testing for AI-artificial intelligence. 🇼 🏷️
- 📈🇹🇼 Grand Process Technology Corporation (TPEX: 3131) – Semiconductor wet processing equipment (metal etching equipment & 8/12 inch single wafer cleaning equipment).
- 🏧🇨🇳 Hesai Group (NASDAQ: HSAI) – Lidar products for autonomous mobility, robots, etc. Three-dimensional light detection & ranging (lidar) solutions. 🏷️
- 🏧🇮🇳 Aegis Vopak Terminals Ltd (NSE: AEGISVOPAK / BOM: 544407) – Storage & terminalling facilities for LPG & chemical products.
- 🏧🇮🇳 Aegis Logistics (NSE: AEGISLOG / BOM: 500003) – Integrated oil, gas & chemical logistics solutions provider.
- 🏧🇰🇷 HPSP (KOSDAQ: 403870) – High pressure annealing semiconductor equipment.
- 🏧🇰🇷 Techwing Inc (KOSDAQ: 089030) – Semiconductor test/inspection equipment company (all areas of semiconductor post-process).
- 🏧🌏 China Yuchai International Limited (NYSE: CYD) 🇧🇲 – Diesel & natural gas engines for trucks, buses & passenger vehicles, marine, industrial, construction, agriculture & generator set applications. Subs. of Singapore-based Hong Leong Asia Ltd (SGX: H22 / FRA: HOM). 🇼
- 🏧🇨🇳 Fositek Corporation (TPE: 6805) – Metal stamping design & manufacturing (foldable mobile phones, notebook computers & tablet computer rotating shaft parts).
Aberdeen Investments has these pieces [Some seem to have only recently been posted from weeks ago]:
- 🎥🌏 Asia’s Untapped Growth: Rethinking Diversification Beyond the Headlines (Aberdeen Investments) N/A Minutes [Asset TV Login Required] – Gabriel Sacks, Lead Manager of Abrdn Asia Focus PLC (LON: AAS), took part in Asset TV’s Future Trends in Investment Trusts virtual conference. During the session, Gabriel explored why investors should not overlook Asian equities, addressing common misconceptions and highlighting potential opportunities on a risk-adjusted basis beyond the headlines.
- 🔬🌏 What can Brazil’s World Cup squad tell us about investing in Asia? – Gabriel Sacks, Lead Manager of Abrdn Asia Focus PLC (LON: AAS), uses Brazil’s World Cup squad as a metaphor to show why investors need to know when to move on from yesterday’s winners and look for tomorrow’s opportunities.

📈 Contributors; 📉 Detractors; 🏧 Transactions; 🚩Discusses/mentions stocks by name.

🌏 New Asia Fund Documents & Research

To read more, please visit this article on Substack

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