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

As of mid-September, more August factsheets or commentaries have become available along with a number of interesting research pieces or fund manager podcast interviews:

🔬🇪🇺 This Janus Henderson Investors piece covered Unilever plc (NYSE: UL) and Pernod Ricard (EPA: RI / FRA: PER / OTCMKTS: PDRDF / PRNDY) (who are heavily invested in emerging markets) among other European stocks: European espresso: Consumer goods firms looking to recoup market share – As part of our Espresso series, providing an expert blend of views on European equities, Research Analyst David Barker considers how consumer staples firms are responding to what has been a difficult trading environment.
🎬🇪🇺 This Baillie Gifford webinar might interest some readers (as you don’t associate Europe with tech…) and comes with a transcript that can be quickly scanned to see if its worth listening to: Europe’s hidden tech titans uncovered (46:33 Minutes) – Join Chris Davies in uncovering Europe’s most dynamic growth companies and what sets them apart in the latest webinar.
🎙️BMO Capital Markets has this podcast that comes with a transcript: Metal Matters: Getting U Ready, as Gold Gleams (12 Minutes) – This episode discusses the recent improvement in Chinese sentiment, coking coal’s challenges, gold’s new nominal record and uranium discussion points ahead of a major industry event next week.
🎥 Harding Loevner has this short talk: Solving AI’s Energy Dilemma (7:27 Minutes) – Can tech companies pursue the growth opportunity of generative artificial intelligence and still meet their climate goals? Key Takeaways
- Electricity consumed by data centers is projected to grow 10% to 20% a year by 2030.
- That’s the same deadline that some of the biggest data-center companies have set to meet their goal of net-zero carbon emissions.
- Chipmakers including Infineon Technologies AG (ETR: IFX / FRA: IFX / OTCMKTS: IFNNY / IFNNF) and Silergy (TPE: 6415 / OTCMKTS: SLEGF) play a crucial role in helping data centers consume as little energy as possible.
The following funds or fund managers have new factsheets, commentaries, research pieces, podcasts or webinars that would interest investors in Asia:

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