- The Surprising Secrets of Growth in Emerging Markets (City Wire: The Funds Fanatic Show)
- LEFT TO ROT: Inside China’s Apocalyptic ‘Ghost Cities’ Where 65Million Homes Lay Deserted as Communist Party Faces Economic Chaos (The Sun)
- China is a Minefield for International Creditors (Washington Examiner)
- PLDT Points to Duterte’s Tirades, ‘Intense Competition’ in Budget Fiasco (Rappler)
- Mild Recession in the US may Aid Asian Markets Including India: Credit Suisse’s Dan Fineman (Money Control)
- Kyle Bass: China’s Xi Intentionally Crashing Property Market, Preparing For War (Epoch Times)
- Heads to Roll at PLDT, Says ‘Disappointed’ MVP (Inquirer)
- From Hong Kong to Malaysia, Property Markets Set to Decline: IMF (Nikkei Asia)
- Which Countries Are Most Influenced By China? (Oilprice.com)
- Dead Sheep, Dumped Crops as China Covid Rules Hit (Bloomberg Supply Lines Newsletter)
- Covid-weary Chinese Millionaires Eye Singapore Amid ‘Chaos and Unpredictability’ at Home (SCMP)
- Vietnam: It’s Time to Level Up (Noahpinion Substack)
- Global Thematics: What’s Behind India’s Growth Story? (Morgan Stanley)
- China Confirms It Is “Mystery” Massive Gold Buyer With First Official Purchase In 3 Years (Zero Hedge)
- Emerging Market Investors: Drop a Bric and Pick Up a Bimchip (Financial Times)
- Sustained Growth Slowdown in China Would Spill Over to Asia-Pacific Region and Beyond (Moody’s Talk)
- Variant View: China’s Zero-COVID Policy is Dead (Asian Century Stocks Substack)
- Apple Makes Plans to Move Production Out of China (WSJ)
- China Reopening, Oil, and Doing Nothing (Profit Hunting Blog)
- India Economic Boom: 2031 Growth Outlook (Morgan Stanley)
- Bursa Malaysia (KLSE) (Profit Hunting blog)
- With China on ‘Extended’ Path to Reopening, Emerging Market Equities Will Outperform Peers in Developed Economies, Record Double-digit Growth, Allspring Analyst Says (SCMP)
- Visualizing India’s Population Growth From 2022-2100 (Zero Hedge)
- ‘Once-in-a-lifetime Opportunity’: How a Mass Lockdown at the World’s Biggest iPhone Factory is India’s Big Chance to Beat out China as Apple’s Favorite Supplier (Fortune)
- East vs West, ‘Stuff’ vs ‘Finance’ (Oilprice.com)
- There Are Massive, Record Breaking “Mystery Buyers” In Gold All Of A Sudden (QTR Finance Substack)
- The Great ASEAN Economic Rebound (Murray Hunter Substack)
- Why China’s Marriage Crisis Is An Existential Threat To The Country (Epoch Times via Zero Hedge)
- Why China Probably Won’t Invade Taiwan (Twitter Thread)
- Scottish Oriental Smaller Companies Trust – Annual Report for Year Ended Aug 31, 2022
- China’s Economy Will Not Overtake the US Until 2060, If Ever (Financial Times)
- As US-China Relations Worsen, Expect Supply Chain Chaos (Freight Waves)
- No ‘Adults in the Room’: Xi Jinping Catches Global Investors Off Guard (FT)
- Webinar – Asian Frontier Markets Update on Friday, 28th October 2022
- MOBIUS INVESTMENT TRUST: Mobius Scans Far Horizons as China Shunned – Manager Carlos Hardenberg Says he is Facing Strong Headwinds (Daily Mail)
- Why China is Gaining an Edge in Emerging Markets While the West Tries to ‘Impose Hegemony on a Shoestring’ (SCMP)
- China Congress Ends As “Dictator For Life” Xi Stacks Inner Circle With Loyalists; Equity Market Implications (Zero Hedge)
- Export Controls, Xi’s S&T Dreams, and “Technological Vassaldom” (ChinaTalk)
- The US Government’s New Export Controls are Wreaking Havoc on China’s Chip Industry (Twitter Thread)
- On Growth, Exports and Supply Chain Diversification: Making the Case for South Korean Equities (Franklin Templeton)
- The Chinese Market Is More Than Just Its Urban Centers (Harvard Business Review)
- India Has a $1.2 Trillion Plan to Snatch Factories From China (Bloomberg)
- Prepare For Capital Controls – The Third Horseman Of The Unholy Trinity’s Apocalypse (FortuneAndFreedom.com)
- Asia’s Ticking Debt Bomb: Sri Lanka Crisis Sounds Alarm Bells Across Region (Nikkei Asia via Sri Lanka Brief)
- World Bank Cuts China Growth Forecast as COVID-19, Real-estate Crunch Take Toll (WSJ via Fox Business)
- China’s $5 Trillion Rout Creates Historic Gap With Indian Stocks (Bloomberg via Business Standard)
- Unpacking Your Portfolio’s Exposure to China (WisdomTree)
- Emerging-Market Capital Outflow Risk Rises With US Dollar (Bloomberg)
- India Is the ‘Best Bet’ in the Global Economy, Says Conglomerate Exec (CNBC)
- Chinese Manufacturers Get Around US Tariffs With Some Help From Mexico (Bloomberg)
- China, IMF Bailouts for Poorer States Ease Bearish Sentiment Towards Emerging Markets (SCMP)
- Forget China. These 3 Emerging Markets Are Better Bets. (Barron’s)
- China’s Economy Is Headed For One Of The Largest Meltdowns Ever (19FortyFive)
- ‘The Emperor has no Clothes.’ Why China’s Reputation for Economic Management is Coming Undone (Market Watch)
- Asian Frontier Markets See a Strong Rebound in August – Asia Frontier Capital (AFC) – August 2022 Update
- Forbes Asia 100 To Watch 2022
- Chinese Stocks Could Plunge by 20% if Real Estate Troubles Get Much Worse, Morgan Stanley Says (CNBC)
- One Of China’s Biggest Commodity Traders Faces Liquidity Crisis (Zero Hedge)
- US Business Optimism in China Tumbles to an All-time low, With Zero-Covid and Geopolitical Tension Top Concerns (SCMP)
- What’s Going on in the Chinese Real Estate Market? (Yielddive)
- Go to Southeast Asia, Young One (FT)
- The Chinese Economy is Experiencing a Near-Complete Collapse (Twitter Thread)
- In Depth: How Chinese Private Equity Firms Got Scammed by Their Own Sales Teams (Caixin)
- China’s Power Crisis Worsens As More Factories Suspend Operations (ZeroHedge)
- Alibaba, JinkoSolar Hold Onto Investor Favor After China Stock Sell-Off (Caixin)
- Vietnam to make Apple Watch and MacBook for first time ever (Nikkei Asia)
- China Is Preparing To Go To War (19fortyfive.com)
- Geopolitics: The World is Splitting Into Two (Goldmoney)
- Russia Proposes New Standard To Compete With RIGGED London Bullion Market Association (LBMA) (Capitalist Exploits via Zero Hedge)
- Fifty Million Empty Flats Threaten to Plunge China’s Troubled Property Market Further Into Crisis, Warns Think Tank (SCMP)
- Five Chinese State-owned Companies to Delist from NYSE (Reuters)
- 2022, Xi Jinping’s Annus Horribilis: Or is it? (Asia Society)
- Secret to Enduring Stagflation Sends Traders to Emerging Markets (Bloomberg)
- Feed Shortage Leads To Pig Cannibalism, China’s Economy Worsens (The Epoch Times / Zero Hedge)
- Maybe Oct Before Meaningful Macau Casino Biz: JP Morgan (GGR)
- Japanese Companies Appear To Be “In No Rush” To Exit Operations In Russia (Zero Hedge)
- Quarterly Frontier Markets Recap – 2Q22 (Fitch)
- Pelosi Is Irrelevant: China Was Already Planning An Invasion Of Taiwan (Zero Hedge)
- Confiscation Next: China May Seize Undeveloped Land From Distressed Real Estate Companies (Zero Hedge)
- China’s Housing Crisis is an Institutional Crisis (Andrew Batson’s Blog)
- Most Macau Casinos Reopen But Business Seen Bleak (GGRAsia)
- Pakistan’s Coming Collapse Should Worry the World (National Interest)
- Russia And China Officially Announce a “New Global Reserve Currency” (QTR’s Fringe Finance)
- Dominoes – #13: On Bad Debt and Chinese Banks (The Last Bear Standing)
- “We Decided To Stop Paying:” China’s Mortgage Payment Boycott Spreads As Property Suppliers Refuse To Pay Their Bills (Zero Hedge)
- VanEck Vietnam ETF (VNM): Flawed But Still an Easy Way to Cash in on Vietnam’s Frontier to Emerging Market Upgrade (EMS Substack)
- Putin and Xi’s Bet on the Global South (WSJ)
- Economic Chaos of a Taiwan War Would Go Well Past Semiconductors (Bloomberg)
- Growing Number Of CEOs Asking About Risk Of War Between China & Taiwan (Zero Hedge)
- The Making of Saudi Inc. (Bloomberg)
- How Realistic are China’s Chip Ambitions? (The Asset)
- How Bad is China’s Manufacturing Exodus? (Caixinglobal.com)
- Sri Lanka’s Economy Has ‘Completely Collapsed’: PM (Zero Hedge)
- The Global Power Shift Isn’t West to East – It’s Not That Simple (Charleshughsmith.blogspot.com)
- A Chinese Invasion Of Taiwan Could Unleash An Economic Disaster (1945)
- Russia’s Bourse to Start Trading HK Stocks (Asia Times)
- Are Big Tech Stocks Following in the Footsteps of Their Chinese Counterparts? Part Deux (The Felder Report)
- Why Newly Listed Chinese Stocks Fall Below Their IPO Prices (Nikkei Asia)
- Asian Equities Well-positioned Against Global Recession (The Asset)
- Just Say No – China Has Sprung a Debt Trap on Many Developing Countries (Financial Times)
- The VinFast VF8 Is Simply Not Ready for America (Jalopnik)
- The Big Debate: ‘Is China Flashing Green? No, It’s Not’ (City Wire)
- AFC Asia Frontier Fund – Review 2022 and Outlook 2023 (AFC Asia Frontier Fund)
- Investors Trapped in Russian Bonds Find Buyers in Kazakhstan (Bloomberg via Yahoo!)
- Ivan Zuenko: Why Do China’s Elites Pay so Much Attention to the Collapse of the USSR and the Soviet Communist Party? (RT.com)
- Facing Demographic Doom, China’s Army Of Retirees Returns To Work In Post “Zero-Covid” Economic Wasteland (SCMP)
- AFC on the Road – Sri Lanka (Asia Frontier Capital)
- Chart of the Day: Chinese Bourses Top IPO League Tables (Caixin)
- US Adds 36 Chinese Companies to Export Blacklist, Including Country’s Top Flash Memory Chip Maker (SCMP)
- COVID Chaos Unfolds in China (SPIEGEL International)
- Daily Voice | This Wealth Manager Feels India’s Growth Outlook May be Lowered on Likely Drop in Global Earnings (Moneycontrol)
- Investors Look to Emerging Markets as Planets Align For End of U.S. Dollar Bull Market (The Globe & Mail)
- Gold channeling East – How Much Does China Really Own? Feat. London Paul Live From The Vault -Ep103 (Kinesis Money Youtube)
- Asian Tigers: South Korea and Taiwan (Franklin Templeton)
- In Long Term Absolute Return Portfolio, I Have About 20 Stocks Which are Still Dominantly India: Chris Wood (The Economic Times)
- Emerging & Global Markets Catch Up With Reality (Krane Shares)
- Apple Plans to LEAVE China as COVID Protests Delay Production of Its Products: Tim Cook Could Move Factories to India and Vietnam After Brutal Lockdown at iPhone Plant Mean Key Deliveries Won’t Arrive in Time for Christmas (Daily Mail)
- Blocked in the West, Huawei Eyes Emerging Markets (Asia Times)
- Kiplinger’s Personal: Don’t Give Up on Developing Markets (Kiplinger’s Personal Finance)
- Foreign Investors Might Prefer China Soon as Indian Market Valuation Expensive (CNBC)
- Back in Hong Kong Stocks (Turtles all the way down! Substack)
- Investors in Emerging Market ETFs Should ‘Look Under the Hood’ (Reuters Video)
- Manufacturing Moving to India From China, But Trade Deficit a Concern, Says Mark Mobius (ThePrint)
- How China has Dragged Down Investor Returns Over the Past Decade (Forbes India)
- ‘Just So Full of Autocracies’: For the Freedom 100 Emerging Markets ETF, Outperformance in 2022 Goes Beyond Nixing China (Market Watch)
- Gold Market Roiled As Mystery Buyer Waves In 300 Tonnes (Zero Hedge)
- Term Three for Xi: Chinese Stocks are a No-Go (Tip Ranks)
- Xi’s Removal of Hu Points to ‘Common Prosperity,’ not Taiwan Invasion (Asia Nikkei)
- Platinum Asset Management: Asia ex-Japan Market Update
- Visualized: Why Do Indians Buy Gold During Diwali? (Visual Capitalist)
- “Confidence Shaken:” US Firms In China Look Elsewhere As ‘Friendshoring’ Gathers Steam (Zero Hedge)
- You Probably Own More Crashing Chinese Stocks Than You Think (Investor’s Business Daily)
- Meet The 7 Men Who Will Rule China (Epoch Times / ZeroHedge)
- Outlook On Emerging Markets (Lazard AM)
- How is TSMC Still Growing? (Asianometry)
- Economic and Finance Shake-up on China’s Central Committee Heralds New Era in Face of Global Uncertainty (SCMP)
- All the Emperor’s Men: How Xi Jinping Became China’s Unrivalled Leader — and How he Plans to Expand His Power Base (Financial Times)
- “This Is What Annihilation Looks Like”: Biden Export Controls ‘Wreaking Havoc’ On China’s Chip Industry (Zero Hedge)
- US Citizens at Chinese Chip Firms Caught in the Middle of Tech War After New Export Restrictions (SCMP)
- 5 Growth Opportunities in India (William Blair)
- China is No Longer Just Any Emerging Market — It Has Become Its Own Beast (CNBC)
- The Biggest Problem China Faces Isn’t Real Estate (The Epoch Times via Zero Hedge)
- Asia-Pacific Equities Wait to Emerge From the Dollar’s Shadow (Robeco)
- Asean Stocks Calm Investors Despite Turmoil in Other Regions (Nikkei Asia via FreeMalaysiaToday)
- Exclusive-India’s Inclusion Into Key Govt Bond Index Pushed Back to Next Year – Sources (Reuters)
- When Emerging Market Growth Stock Investing Fails: Fundsmith Emerging Equities Trust plc to Liquidate
- Top Emerging Markets Hiking Interest Rates Last Week: Indonesia, UAE & More (Investing.com)
- Chartbook #153: The South Asian Polycrisis (Chartbook Substack)
- Five Myths About China. And Why They Will Get Us Killed (American Mind)
- What Went Wrong for Terry Smith’s Trust? (FT Adviser)
- Shipping’s China syndrome: Demand Sinks Across Multiple Cargo Markets (FreightWaves)
- ‘Winter Is Coming,’ Taiwan Warns as Exports Slow to a Crawl (Bloomberg)
- What Goes Up: China’s Employment Crisis (J Capital Research)
- Russia’s Exclusion Potentially Paves Way For India Into Global Bond Index (Bloomberg)
- China’s Economy Is Headed For One Of The Largest Meltdowns Ever (19FortyFive)
- Russia’s Top Gold Producer Sells $670 Million of Bonds in Yuan (Caixin)
- Chinese Copper Giant Maike Seeks Help With Liquidity Issues (Bloomberg)
- US-China Business Council Member Survey 2022
- Korea, Japan Companies Expanding in Vietnam (The Asset)
- Once South-East Asia’s Most Valuable Startup, Grab Falls US$13bil Behind GoTo (Bloomberg via The Star)
- China’s Water Crisis Could Trigger Global Catastrophe (ZeroHedge)
- China’s Rocky Economy Is a Major Warning for the U.S. (InvestorPlace)
- Factbox-Highlights of the U.S.-China Audit Deal (Reuters)
- China’s Trillion-Dollar Research Funds Squandered On Travel and Leisure (Epoch Times via ZeroHedge)
- Analysis: China Investors Hedge U.S. Delisting Risk With Hong Kong Play (Reuters)
- Companies Draw Up Contingency Plans On Chinese Invasion Risk (ZeroHedge)
- Deglobalization Is Inflationary (Of-Two-Minds)
- The Fat Russian Lady is Getting Ready To Sing For The LBMA (GoldFix)
- Bolstering Building Blocks and Silicon Shields (Franklin Templeton)
- Baby Bust: China’s Looming Demographic Disaster (Spectator)
- Graft Scandal Casts Long Shadow Over China’s Chipmaking Ambitions (Caixin via Straits Times)
- China Unexpectedly Cuts Rates As Terrible Econ Data Confirms “Alarming” Slowdown, Yields Plunge (Zero Hedge)
- Digging Deeper: China vs. Taiwan Conflict Links & Resources (August 2022)
- China Is Pushing for a Baby Boom. It’s Getting a Baby Bust (Sixth Tone)
- Alibaba Added to Watch List of Chinese Firms Facing Expulsion From US Exchanges, Days After Primary Listing Bid in Hong Kong (SCMP)
- “Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)
- Macau July GGR Lowest Month Since 2003 Show Govt Data (GGR Asia)
- Kitty Special: This Month in China, July 2022 (Twitter Thread)
- China’s Central Bank Seeks to Mobilise $148bn Bailout for Real Estate Projects (Financial Times)
- Powell Pushing Asia Into a New Financial Crisis (Asia Times)
- Emperador Lists in Singapore to Pursue Global Growth (The Asset)
- Interview with Herald van der Linde (Asian Century Stocks)
- The Coming Removal of the Mandate in China, Part 4: Oil (General Crisis Watch)
- Suppliers of Delinquent Developers Complain They Can’t Pay Their Bills (Caixin)
- Digging Deeper: Vietnam’s Stock Market Reforms and Frontier Market Status Update (July 2022)
- These Are The Countries With The Highest Default Risk (Zero Hedge)
- China On Verge Of Violent Debt Jubilee As “Disgruntled” Homebuyers Refuse To Pay Their Mortgages (Zero Hedge)
- Executives Seek Briefings on Taiwan War Risk (Financial Times)
- Why Mexico is Missing its Chance to Profit From US-China Decoupling (FT)
- India’s Largest Cement Maker “Circumventing The Dollar” In Russian-Coal-For-Yuan Deal (Zero Hedge)
- In Depth: How Chinese Factories are Finding Their Way to Mexico (Nikkei Asia / Caixin)
- Crisis to Crisis: What Asia Learned From the Financial Chaos of 1997 (Bangkok Post)
- Philippines Globe Telecom to Raise Funds, Expand (The Asset)
- Russia Is Winning the Financial War (Lewrockwell.com)
- China’s Property Troubles Have Pushed One Debt Indicator Above Levels Seen in the Financial Crisis (CNBC)
- India: Three Themes Driving Growth (Franklin Templeton)
- May 2022 Update: Invest Through the Cycle to Generate Long Term Returns (Asia Frontier Capital)
- 20 Rules for Investing in Vietnam (Asian Century Stocks Substack)
- There Will be a Wave of Emerging-Market Defaults, Says the Investor Who Seized One of Argentina’s Ships (MarketWatch)
- 40,000 Factories At Risk Of Closing In Pakistan’s Commercial Capital Amid Fuel Crisis (Zero Hedge)
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