• Home
  • About
    • Ethics
    • Contact Us
  • EM Investing Tips
  • ADR Lists
    • Africa ADR Lists
    • Central Asia ADR Lists
    • East Asian ADR Lists
    • Middle East ADR Lists
    • South Asia ADR Lists
    • Southeast Asia ADR Lists
    • Eastern Europe ADR Lists
    • Emerging Europe ADR Lists
    • Caribbean ADR Lists
    • Central America ADR Lists
    • South America ADR Lists
  • ETF Lists
    • Africa ETF Lists
    • Asia ETF Lists
    • Asia Pacific ETF Lists
    • Bond ETF Lists
    • BRIC ETF Lists
    • Central Asia ETF Lists
    • Currency ETF Lists
    • East Asia ETF Lists
    • Eastern Europe ETF Lists
    • Emerging Europe ETF Lists
    • Equity (Sector) ETF Lists
    • Leveraged (Bull/Bear) ETF Lists
    • Latin America ETF Lists
    • Middle East ETF Lists
    • Multiple Region ETF Lists
    • South Asia ETF Lists
    • Southeast Asia ETF Lists
  • Closed-End Fund Lists
    • Asia Pacific Closed-End Fund Lists
    • East Asia Closed-End Fund Lists
    • China Closed-End Fund Lists
    • Southeast Asia Closed-End Fund Lists
    • India Closed-End Fund Lists
    • Middle East Closed-End Fund Lists
    • Eastern Europe Closed-End Fund Lists
    • Russia Closed-End Fund Lists
    • Emerging Market Equity & Fixed Income Closed-End Fund Lists (Multiple Regions / Countries)
    • Emerging Market Equity Closed-End Fund Lists (Multiple Regions / Countries)
    • Emerging Market Fixed Income Closed-End Fund Lists (Multiple Regions / Countries)
    • Latin America Closed-End Fund Lists (Region Wide)
    • Caribbean Closed-End Fund Lists
    • Mexico Closed-End Fund Lists
    • South America Closed-End Fund Lists
  • Fund News
  • Hot Zone
    • Brazil ADRs / Brazilian Stocks List
    • Brazil ETF List
    • Brazil Investing News
    • China ETF List
    • China Investing News
    • Fragile Five Investing News
    • Macau Investing News
    • Russia ADRs / Russian Stocks List
    • Russia ETF List
    • Russia Investing News
    • Taiwan ADRs / Taiwanese Stocks List
    • Ukraine ADR List
  • Resources
    • Global Stock Performance (Interactive Map)
    • Country Performance (US Listed Stocks Only)
    • Global P/E Ratios (Interactive Map)
    • Global Dividend Yields (Interactive Map)
    • Election Calendar
    • Emerging Market Earnings Calendar
    • Earnings Calendar (Interactive Map)
    • Emerging Markets Economic Calendar
    • Global Bank Holiday Calendar
    • IPO Calendar
    • IPO Recent Filings
    • ETF Launches
    • ETF Closures/Liquidations
    • High Short Interest Stocks
    • Fitch Rating Actions
    • Moody’s Rating Actions
    • Standard & Poor’s Rating Actions
  • Substack Newsletter
  • Support This Site
Emerging Market Skeptic

Investing in Emerging Market Stocks, ADRs, ETFs & Funds + Reality

Emerging Market Links + The Week Ahead (May 16, 2022)

Posted May 16, 2022 8:00 am by EMS Editor Comments

I am not a China shrill (Shaun Rein…) nor a China doom and gloom bear (aka the Coming Collapse of China…). As with Putin and Russia, there are many rumors surrounding Xi and what is going on in China right now. In light of those rumors, I highly suggest reading (especially Part 3) the series The Coming Removal of the Mandate of Heaven on the Crisis Watch Substack with an open mind but also a critical eye:

  • The Coming Removal of the Mandate of Heaven, Part 0
  • The Coming Removal of the Mandate of Heaven, Part 1: Food
  • The Coming Removal of the Mandate of Heaven, Part 2: Water
  • The Coming Removal of the Mandate of Heaven, Part 3: Political Infighting

In addition, check out our emerging market ETF lists, ADR lists and closed-end fund lists (also see our site map + list update status as the lists are still being updated as of May 2022) along with our general EM investing tips / advice. All links to emerging market newspapers, investment firms, blogs and other helpful investing resources at the bottom of www.emergingmarketskeptic.com or on the menu under Resources have been update.

Subscribe Now Via Substack


Suggested Reading

$ = behind a paywall

  • Investing in HK stocks (Turtles Substack) What I have learned over the years
  • Companies Should Come Clean on Their Ties to China (WSJ) $ (Click here for a non paywalled PDF file)
    • BP, Shell and Exxon Mobil have booked charges of $25.5 billion, $8.4 billion and $3.4 billion respectively, but the major oil companies aren’t the only ones losing money. General Electric took a $200 million charge, and McDonald’s is losing $50 million a month from closing its Russian operations. Netflix suspended service in Russia and lost 700,000 viewers
    • SEC staff has recently given the green light to my shareholder proposal for a “Communist China Audit,” which asks companies to disclose to shareholders the extent to which their business relies on China…
    • The 3M and Verizon shareholder proposals will be voted on May 10 and 12, respectively…
  • Food Riots In Sri Lanka Turn Deadly As Protesters Beat Up Police, Burn Down Politicians’ Houses (Zero Hedge)
    • EM strategists conclude that frontier sovereign credit markets in Egypt, Ghana, Tunisia, and Morocco are particularly vulnerable to food inflation shocks.
  • Importance of the Russian and Chinese Economies Has Been Grossly Underestimated – FX & PPP (@RnaudBertrand Twitter Thread) App Reader: https://threadreaderapp.com/thread/1513005692986175498.html

We used to think that Russia's economy was the equivalent of a small European country.

Maybe never before has an economy's importance been so grossly misjudged.

French economist Jacques Sapir explains what happened (at 44:13): https://t.co/U4r9Wi7rmW

Small 🧵 on what he says

— Arnaud Bertrand (@RnaudBertrand) April 10, 2022

To conclude all this might end up making us realize that the Chinese + Russian economies combined are in fact far larger than those of the West.

Maybe as much as 40% larger if we assume US + EU is in fact maybe just 25% of the world's economy vs 35% for China + Russia 😮

— Arnaud Bertrand (@RnaudBertrand) April 10, 2022

These two recent research pieces from RaboResearch are excellent reads:

  • The Economic Impact of a Boycott on Russian Fossil Fuels (RaboResearch)
  • Ukraine War Poses a Threat to EU Industry (RaboResearch) PDF file

Earnings Calendar

Note: Investing.com has a full calendar for most global exchanges BUT you may need an Investing.com account, then hit “Filter,” and select the countries you wish to see company earnings from. Otherwise, purple (below) are upcoming earnings for US listed international stocks (Finviz.com):

World Map

Economic Calendar

Click here for a full weekly calendar from Investing.com (my filter excludes USA, Canada, EU, Australia & NZ). Some frontier and emerging market highlights:

Sunday, May 15, 2022

Tuesday, May 17, 2022

Wednesday, May 18, 2022

Thursday, May 19, 2022


Election Calendar

Frontier and emerging market highlights (from IFES’s Election Guide calendar):

  • Colombia President 2022-05-29 Confirmed
  • Senegal Senegalese National Assembly 2022-07-31 Confirmed
  • Congo (Brazzaville) Congolese National Assembly 2022-07-31 Confirmed
  • Kenya Kenyan Senate 2022-08-09 Confirmed
  • Kenya President 2022-08-09 Confirmed
  • Kenya Kenyan National Assembly 2022-08-09 Confirmed
  • Latvia Latvian Parliament 2022-10-01 Confirmed
  • Brazil Brazilian Federal Senate 2022-10-02 Date not confirmed
  • Brazil Brazilian Chamber of Deputies 2022-10-02 Confirmed
  • Brazil President 2022-10-02 Confirmed

Check out: Thoughts for Investors: Bongbong Marcos Wins the 2022 Philippines Elections in a Landslide


IPO Calendar/Pipeline

Frontier and emerging market highlights (IPOScoop.com):

  • Zi TopRun Acquisition Corp. ZTOPU $110.0 mil 5/17/2022 Tuesday “We intend to pursue prospective targets in the transportation industry with a focus on companiesin North America, Europe and Asia. We expect to acquire one or more growth businesses with a total enterprise value of between $200 million and $600 million. (Incorporated in Delaware)Our search for a target business will include those involved in (i) battery or charging businesses, technology and software, (ii) auto pilot drive and Advanced Driver Assistance Systems (ADAS) related businesses, including both hardware and software, and (iii) general microchip design and production and technology. Our sponsor and certain members of our board of directors and management have significant business ties to the People’s Republic of China, including Hong Kong…”

ETF Launches

Climate change and ESG are clearly the latest flavors of the month for most new ETFs. Nevertheless, here are some new frontier and emerging market focused ETFs:

  • 4/21/2022 – FlexShares ESG & Climate Emerging Markets Core Index Fund FEEM – Passive, equity, ESG
  • 4/6/2022 – India Internet & Ecommerce ETF INQQ – Passive, equity, thematic
  • 2/17/2022 – VanEck Digital India ETF DGIN – Passive, India market, thematic
  • 2/17/2022 – Goldman Sachs Access Emerging Markets USD Bond ETF GEMD – Passive, fixed income, emerging markets
  • 1/27/2022 – iShares MSCI China Multisector Tech ETF TCHI – Passive, China, technology
  • 1/11/2022 – Simplify Emerging Markets PLUS Downside Convexity ETF EMGD – Active, equity, options strategy
  • 1/11/2022 – SPDR Bloomberg SASB Emerging Markets ESG Select ETF REMG – Passive, equity, ESG

ETF Closures/Liquidations

Frontier and emerging market highlights:

  • 5/3/2022 – ProShares Short Term USD Emerging Markets Bond ETF EMSH
  • 4/7/2022 – DeltaShares S&P EM 100 & Managed Risk ETF DMRE
  • 3/11/2022 – Direxion Daily Russia Bull 2X Shares RUSL
  • 1/27/2022 – Legg Mason Global Infrastructure ETF INFR
  • 1/14/2022 – Direxion Daily Latin America Bull 2X Shares LBJ

Disclaimer: EmergingMarketSkeptic.Substack.com and EmergingMarketSkeptic.com provides useful information that should not constitute investment advice or a recommendation to invest. In addition, 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.

Emerging Market Links + The Week Ahead (May 16, 2022) was also published on our Substack.


Subscribe now


Share

Share Emerging Market Skeptic

Leave a comment


Emerging Markets Investing Tips + Advice

Emerging Market Skeptic (Website)

Stocktwits @EmergingMarketSkptc

Twitter @EmergingMrktSkp

Similar Posts:

  • The Coming Removal of the Mandate of Heaven, Part 3: Political Infighting (CrisisWatch Substack)
  • The Coming Removal of the Mandate of Heaven, Part 1: Food (CrisisWatch Substack)
  • The Coming Removal of the Mandate of Heaven, Part 2: Water (CrisisWatch Substack)
  • The Coming Removal of the Mandate of Heaven, Part 0 (CrisisWatch Substack)
  • Emerging Market Links + The Week Ahead (May 30, 2022)
  • Emerging Market Links + The Week Ahead (June 27, 2022)
  • Emerging Market Links + The Week Ahead (June 6, 2022)
  • Emerging Market Links + The Week Ahead (May 23, 2022)
  • Emerging Market Links + The Week Ahead (August 1, 2022)
  • Emerging Market Links + The Week Ahead (July 25, 2022)
  • Emerging Market Links + The Week Ahead (August 29, 2022)
  • Emerging Market Links + The Week Ahead (August 8, 2022)
  • Emerging Market Links + The Week Ahead (September 5, 2022)
  • Emerging Market Links + The Week Ahead (July 11, 2022)
  • Emerging Market Links + The Week Ahead (July 18, 2022)

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

← Emerging Market Skeptic home

Support This Site

Tags

Africa Argentina Asia Bangladesh Brazil Cambodia Chile China Colombia East Asia Eastern Europe Egypt Greece Hong Kong India Indonesia Kazakhstan Kenya Latin America Macau Malaysia Mexico Middle East Myanmar Nigeria Pakistan Peru Philippines Poland Qatar Russia Saudi Arabia SE Asia Singapore South Africa South Asia South Korea Sri Lanka Taiwan Thailand Turkey Ukraine United Arab Emirates (UAE) Venezuela Vietnam

Category Specific RSS

  • feedAfrica (153)
  • feedBonds (74)
  • feedBooks (4)
  • feedBrands (26)
  • feedChina (549)
  • feedClosed End Funds (19)
  • feedCommodities (80)
  • feedCompanies (30)
  • feedCorruption (16)
  • feedCurrencies (72)
  • feedEastern Europe (141)
  • feedEMS Analysis (21)
  • feedETFs (43)
  • feedEurasia / Central Asia (31)
  • feedFeatured (4)
  • feedFrontier / Emerging Market News (866)
  • feedFund Manager News & Research (441)
  • feedFutures / Options (1)
  • feedIndia (152)
  • feedInfrastructure (16)
  • feedInteresting News (36)
  • feedInvesting Tips (245)
  • feedLatin America (246)
  • feedMiddle East (108)
  • feedMutual Funds (38)
  • feedNewsletter (47)
  • feedProducts (1)
  • feedReal Estate (36)
  • feedRussia (130)
  • feedSoutheast Asia (237)
  • feedStartups (49)
  • feedStocks (175)
  • feedTabloid Fun! (11)
  • feedTechnology (150)
  • feedUncategorized (2)

Archives



Return To Top
2013-2023 EmergingMarketSkeptic.com
Visit Us On TwitterVisit Us On FacebookVisit Us On YoutubeCheck Our FeedVisit Us On Instagram