EM Fund Stock Picks & Country Commentaries (May 5, 2024)

Mostly new research, international fund letters for the past quarter, and some fascinating or must listen to podcast interviews have become available as of early May:

📈 Platinum Asset Management has this piece which discussed Ireland’s Ryanair Holdings plc (NASDAQ: RYAAY), Denmark based diabetes stock Zealand Pharma (CPH: ZEAL / FRA: 22Z / OTCMKTS: ZLDPF), Thailand based generic pharma brands and supplements stock Mega Lifesciences PCL (BKK: MEGA), and Poland’s Dino Polska (WSE: DNP / FRA: 5Y2 / OTCMKTS: DNOPY): Small grounds, world-class players – As our Portfolio Managers scour the world looking for superior investments they occasionally find world-class businesses in the world’s smaller economies. Here’s a look at some of the best.
QuotedData has this piece mentioned by one of the London listed Vietnam funds: QD view – Vietnam, big on ambition – Against this backdrop, I thought now would be a good time to revisit the handful of London-listed funds that offer a pure play exposure to what has been and looks set to remain a high growth market, all of which sit in the country specialist sector.
The India Capital Growth Fund had this piece in the Sunday Times: Sunday Times: There are more than a billion reasons to invest in India – In this article, Ian Cowie looks at India’s rapid economic ascent under Modi, as well as the upcoming elections, and the recent modernisation efforts, in particular the Aadhaar digital identification system. He also highlights that “The medium and smaller companies specialist, India Capital Growth Fund (LON: IGC), achieved 31 per cent over the past year, 78 per cent over five years and 312 per cent over a decade, while the more blue chip or big company-focused JPMorgan Indian Investment Trust plc (LON: JII) delivered 19 per cent, 27 per cent and 151 per cent.”
abrdn has interesting research pieces and podcasts scattered all over their various websites. These are some from the past month worth noting:
- There are transcripts which can be skimmed for these recent podcasts:

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