Investing in Asian Emerging Market News

Why Mexico is Missing its Chance to Profit From US-China Decoupling (FT)

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The Making of Saudi Inc. (Bloomberg)

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India’s Largest Cement Maker “Circumventing The Dollar” In Russian-Coal-For-Yuan Deal (Zero Hedge)

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How Realistic are China’s Chip Ambitions? (The Asset)

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In Depth: How Chinese Factories are Finding Their Way to Mexico (Nikkei Asia / Caixin)

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How Bad is China’s Manufacturing Exodus? (Caixinglobal.com)

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Crisis to Crisis: What Asia Learned From the Financial Chaos of 1997 (Bangkok Post)

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Sri Lanka’s Economy Has ‘Completely Collapsed’: PM (Zero Hedge)

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Philippines Globe Telecom to Raise Funds, Expand (The Asset)

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The Global Power Shift Isn’t West to East – It’s Not That Simple (Charleshughsmith.blogspot.com)

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Russia Is Winning the Financial War (Lewrockwell.com)

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A Chinese Invasion Of Taiwan Could Unleash An Economic Disaster (1945)

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China’s Property Troubles Have Pushed One Debt Indicator Above Levels Seen in the Financial Crisis (CNBC)

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Russia’s Bourse to Start Trading HK Stocks (Asia Times)

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India: Three Themes Driving Growth (Franklin Templeton)

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Are Big Tech Stocks Following in the Footsteps of Their Chinese Counterparts? Part Deux (The Felder Report)

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May 2022 Update: Invest Through the Cycle to Generate Long Term Returns (Asia Frontier Capital)

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Why Newly Listed Chinese Stocks Fall Below Their IPO Prices (Nikkei Asia)

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20 Rules for Investing in Vietnam (Asian Century Stocks Substack)

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Asian Equities Well-positioned Against Global Recession (The Asset)

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There Will be a Wave of Emerging-Market Defaults, Says the Investor Who Seized One of Argentina’s Ships (MarketWatch)

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Just Say No – China Has Sprung a Debt Trap on Many Developing Countries (Financial Times)

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40,000 Factories At Risk Of Closing In Pakistan’s Commercial Capital Amid Fuel Crisis (Zero Hedge)

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Pakistan On The Verge Of Inflationary Collapse – Pleads For Larger IMF Bailout (Zero Hedge)

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Is Pakistan About to Pop? (Petition Substack)

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Yen, Supply Chain Chaos Send Japan Manufacturers Home (Bloomberg)

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Sri Lanka’s PM Describes Sri Lanka’s Crisis (@RW_UNP)

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Buying Stocks in Asia: The Ultimate Guide (InvestAsian)

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Investing in HK Stocks (Turtles Substack)

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Importance of the Russian and Chinese Economies Has Been Grossly Underestimated – FX & PPP (@RnaudBertrand)

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Food Riots In Sri Lanka Turn Deadly As Protesters Beat Up Police, Burn Down Politicians’ Houses (Zero Hedge)

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Thoughts for Investors: Bongbong Marcos Wins the 2022 Philippines Elections in a Landslide (EMS Substack)

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Sri Lanka’s Difficult Road Ahead (Manulife IM)

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The Coming Removal of the Mandate of Heaven, Part 3: Political Infighting (CrisisWatch Substack)

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Middle Eastern Resilience: Improving Economic Activity and Defensive Characteristics (Franklin Templeton)

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The Coming Removal of the Mandate of Heaven, Part 2: Water (CrisisWatch Substack)

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The Coming Removal of the Mandate of Heaven, Part 1: Food (CrisisWatch Substack)

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The Coming Removal of the Mandate of Heaven, Part 0 (CrisisWatch Substack)

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The Renminbi’s Creeping Internationalisation (BNP Paribas)

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China Will be Deglobalization’s Big Loser (The Asset)

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How to Think About Investing in China Today (Capital Group)

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Why Invest in Asia Small-Cap Equities Now? We Answer Five Key Questions (PineBridge Investments)

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Spotlight on Saudi Arabia (Franklin Templeton)

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EMEA Companies Most Exposed to Russia (FitchRatings)

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Russia, Ukraine and China (Franklin Templeton)

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MENA Equities: Five Key Themes and Reasons for Optimism (Franklin Templeton)

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2022 Outlook Report: China’s New Roar in the Year of the Tiger (KraneShares)

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Does the End of China’s Love Affair With Property Spell Heartbreak for Investors? (Federated Hermes)

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What Does China’s “Common Prosperity” Mean for Investors? (Columbia Threadneedle Investments)

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Why Did Monde Nissin Corporation Decide to go Public Amid the Pandemic? (The Asset)

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Is India the Next Internet and Digitalization Frontier? (Franklin Templeton)

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Frontier Markets Post-pandemic (Capital Group)

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China Will Not Be Able To Offset Its Property Bubble Easily (Daniel Lacalle)

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China: Navigating the Regulatory Landscape (UBS AM)

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China’s Tech Revolution: Unprecedented Scale, Mixed Results (NinetyOne)

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Evergrande and China: A Lehman Moment—or Less “Grande” Than That? (Franklin Templeton)

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Fall 2021 China Internet Earnings Report: Baidu on AI, Autonomous Driving, & An Open Internet Marketplace (KraneShares)

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Evergrande Debt Crisis Shines Light on China Real Estate Bubble (Nikkei Asia)

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Key Apple, Tesla Suppliers Halt Production Amid China Power Crunch (Nikkei Asia)

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Regulatory Shifts in China: A New Fork in the Road? (The Asset)

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Evergrande Explained (KraneShares)

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China beyond Evergrande: Contagion or containment? (PineBridge Investments)

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Evergrande on Brink of Collapse: 4 Things to Know (Nikkei Asia)

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Evergrande Crisis and Contagion Risks (Franklin Templeton)

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China’s Regulatory Tightening: Our View on Goals and Scope (Franklin Templeton)

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Letter From Asia: Evergrande is No Lehman (Nuveen)

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Indonesia to Jump on IPO Boom by Listing 14 State-owned Companies (Nikkei Asia)

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China’s Tech Crackdown: Its About Control, Not Consumers or Competition! (Musings on Markets)

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Why China’s Stock Market Tumble is Giving India’s a Lift (Nikkei Asia)

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China Venture Capital Deals Shrink Amid Regulatory Concerns (Nikkei Asia)

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Alibaba Squeezed by Crackdown as JD.com and Pinduoduo Pounce (Nikkei Asia)

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Understanding China’s Recent Moves in Its Capital Markets (Ray Dalio)

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Alternative Data in China (Man Institute)

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Southeast Asia’s Internet Economy: On a Fast Track (Franklin Templeton)

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The Future of Youth: Introducing Aisha – Hypothetical Future Teenager in India (Wellington Management)

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Wall Street Reacts To China’s Latest Regulatory Masterplan Which Spells Pain For The Next Five Years (Zerohedge)

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Will China’s Digital Yuan Vanquish the Dollar? (Nikkei Asia)

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Vietnam Emerges as Southeast Asia’s Next Fintech Battleground (Nikkei Asia)

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Heightened Regulatory Scrutiny in China: What Investors Need to Know (Franklin Templeton)

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Zomato IPO Shows Foreign Investors Fueling India’s Tech Battle (Nikkei Asia

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Push for US-listed China Firms to Disclose Interference Risks (The Standard)

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What if America Delists Chinese Firms? (The Asset)

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Beijing’s Didi Blast Shakes $2tn of China Stocks in US (Nikkei Asia)

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Singapore’s Temasek in for Long Haul With In-house Startups (Nikkei Asia)

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Thai Bourse Aims for ‘Sexy’ IPOs to Boost Appeal for Investors (Nikkei Asia)

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COVID Surge Puts Brakes on Thai and Malaysia Growth: Survey (Nikkei Asia)

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Didi Ekes Out 1% Gain After New York IPO Pop Fizzles (Nikkei Asia)

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2021 Midyear Asia Economic Outlook: Divergent Recoveries (PineBridge Investments)

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2021 Midyear Asia Fixed Income Outlook: Fundamentals Trump fears (PineBridge Investments)

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2021 Midyear Asia Equities Outlook: The Right Side of Disruption (PineBridge Investments)

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Global Emerging Markets: Country Allocation Review, H1 2021 (Federated Hermes)

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Dingdong IPO: What to Know About Dingdong (City Index)

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After Grab: ASEAN’s Tech Giants Produce a New Startup Generation (Nikkei Asia)

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Chinese Tech IPOs in US Rebound After Two-Month Lull (Nikkei Asia)

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Grab’s $40bn SPAC Plan Puts CEO Anthony Tan in Driver’s Seat (Nikkei Asia)

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Indonesian Conglomerate CT Corp Embarks on Journey Toward IPO (Nikkei Asia)

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Decade-high Food Prices Hit Asian Consumers and Businesses (Nikkei Asia)

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Who Leads in Southeast Asia in Digital Payment Adoption? (The Asset)

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India’s Fintech Unicorns Eye Southeast Asia Expansion (Nikkei Asia)

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Vietnam: Key Sectoral Opportunities and Risks (A&M)

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China Tech Crackdown Cycle Nearing an End, Fidelity’s Equity Fund Manager Says (SCMP)

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Philippines’ Largest IPO Ends Flat in Debut Trading (The Asset)

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Quarterly Frontier Markets Recap 1Q21 (FitchRatings)

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Value of 10 Chinese Tech Majors Fall Over $800bn Since February (Nikkei Asia)

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Chinese Technology Firms’ Demand for Office, Research Space Surges as Beijing Pushes for Greater Self-Reliance amid US Tensions (SCMP)

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China and Green Energy Drive Copper Prices to Record High (Nikkei Asia)

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US-China Tech War: Beijing’s Secret Chipmaking Champions (Nikkei Asia)

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Asia Tech — Innovation Beyond the Index: Q&A (Wellington Management)

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India Emerges as China’s Tech Challenger with Record Unicorn Run (Nikkei Asia)

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Vietnam’s First Unicorn Bets on AI and Overseas Growth (Nikkei Asia)

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Which Emerging Markets May Benefit Most from the Rebound in China and the DM? (PGIM Fixed Income)

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The Strengthening Case for Investing in Asia

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Indonesia’s Smaller Cities Catching Eye of Startup Investors (Nikkei Asia)

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Focus on Stock Picking as Valuation Gaps Tighten in Asian Equities (The Asset)

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Low Rates and a Pandemic Usher New Traders Into Vietnamese Stocks (Nikkei Asia)

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SK Group Sets Sights on Vietnam’s e-Commerce Sector (The Asset)

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Asia Equities: FAQS, Facts and Figures (UBS AM)

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The Emerging Asia Pacific Capital Markets: Vietnam (CFA Institute)

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The Emerging Asia Pacific Capital Markets: Indonesia (CFA Institute)

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Has the Bull Run on China’s New Economy Sector Fizzled Out? (The Asset)

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Investing Beyond the Storm: A View from the MENA Region (Franklin Templeton)

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China Health Care: A Rediscovered Sector Keeps Its Momentum (KraneShares)

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Emerging Markets and China as the Last Man Standing (Investments & Wealth Institute)

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Bilibili Fights for China’s Online Audience With $2.6bn Listing (Nikkei Asia)

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Indian Equity Outlook: From Survival to Revival (PineBridge Investments)

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The Emerging Asia Pacific Capital Markets: Sri Lanka (CFA Institute)

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The Emerging Asia Pacific Capital Markets: Mongolia (CFA Institute)

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The Emerging Asia Pacific Capital Markets: Malaysia (CFA Institute)

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The Emerging Asia Pacific Capital Markets: Pakistan (CFA Institute)

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The Emerging Asia Pacific Capital Markets: India (CFA Institute)

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The Emerging Asia Pacific Capital Markets: Cambodia (CFA Institute)

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The Emerging Asia Pacific Capital Markets: Bangladesh (CFA Institute)

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Can a Barbecue Baron Kick off a Big Year for Philippine IPOs? (Nikkei Asia)

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Indonesia Seen Producing at Least 10 More Unicorns by 2030 (The Asset)

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Asean Equities Set for More Gains on Post-Covid Recovery (The Asset)

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Cash Splash: How Sea Became Southeast Asia’s Biggest Public Company (Nikkei Asia)

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The Clash of China’s Social Media Titans (NIKKEI Asia)

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After Coupang Soars in US IPO, Can it Deliver For the Long Term? (Nikkei Asia)

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China Makes Move On Riyadh As Washington Considers Sanctions (OilPrice.com)

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Singapore Emerges as Asia’s Digital Securities Trading Hub (Nikkei Asia)

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Asian EM Currencies Regaining Lost Ground (The Asset)

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China Guides its Self-driving Startups Into the Fast Lane (Nikkei Asia)

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Emerging Markets: Politics and Elections in 2021 (Wellington Management)

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South Korea Facing Worst Labor Market Crisis Since 1997 (Nikkei Asia)

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China Self-driving Sector Shifts Into Top Gear (The Asset)

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Asia & China Equities – Outlook in 3-D: Domestic, Digitalisation, Diversification (BNP Paribas)

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Look Out Tesla, SAIC’s $4,500 Electric Car Takes China by Storm (Nikkei Asia)

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Spirits, Fashion, Food, Appliances, and the Power of China’s Consumer (KraneShares)

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Asia Equities: Three Trends Driving Investor Optimism (PineBridge Investments)

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Four Things to Know About Threats to China’s Payment Giants (Caixin)

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China Definitively Reins In Jack Ma’s Ant Fintech Empire – Agreement Reached On “Restructuring” (ZeroHedge)

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Taiwan’s Economy Feels Heat as TSMC Feeds Global Chip Boom (Nikkei Asia)

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Return of Short-Selling to Test South Korea’s Small Investors (Nikkei Asia)

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Housebound Consumers Lift Lenovo to Record Revenues & Profits (HKEXnews)

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Talking Markets Podcast: Asia – Macro and Markets in 2021 (Pinebridge Investments)

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China to Exert Greater Financial Discipline This Year (BNP Paribas AM)

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Hundreds of IPOs Stuck in Logjam Amid Tightened Regulatory Reviews (Caixin)

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Hong Kong Stocks Roar Into 2021 on Surge of Investment From China (Nikkei Asia)

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Asia’s COVID Recovery: Vietnam’s Breakout Moment (Nikkei Asia)

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Three megatrends in China According to Lei Zhang (The Asset)

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The End of the Emerging-Market Bounce? (Man Group)

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Global Emerging Markets: Country Allocation Review 2021 (Federated Hermes)

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Emerging Markets: A Strong Year, a Stronger Outlook (Franklin Templeton)

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Taiwan’s Institutional Resilience (Franklin Templeton)

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China Tech Giants Accused of ‘Bullying’ Consumers with Algorithms (Caixin)

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2021 China Outlook: Full Steam Ahead (Krane Shares)

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Asian Startups Defied Covid Turmoil in Path to Unicorn Status (Nikkei Asia)

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An Optimist’s Guide to 2021 in Asia (Nikkei Asia)

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Vietnam’s Communists Brace for Next 5 Years After Big 2020 (Nikkei Asia)

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Frontier and MENA 2021 Outlook: A New Era of Investment (Franklin Templeton)

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Turkey’s Arcelik Targets Asian Growth with Hitachi Deal (Nikkei Asia)

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Asian Flying Cars Aim to Soar Over Walls of Global Regulation (Nikkei Asia)

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Indonesia’s Unicorns Lure US Tech Giants From Google to Facebook (Nikkei Asia)

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While “Delisting” Gets Headlines, The SEC Proposes Orderly Solution (KraneShares)

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Is South Korea Crowding Your Emerging Markets Allocation? (S&P Dow Jones)

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Can Manufacturing Relocate from China to India? (Wellington Management)

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China’s Auto Brands Fail to Shine in Race With Foreign Rivals (Nikkei Asia)

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Indonesia’s Energy Pipeline Springs Leak as Chevron Eyes Exit (Nikkei Asia)

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Japan’s Investment in Vietnam Plummets While Suga Seeks Closer Ties (Nikkei Asia)

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China: Seven Things Investors Should Know (LGIM Blog)

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Taiwan Equities Help Drive Performance of Emerging Markets in Q3 (FTSE Russell)

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North Asia vs South Asia: Differentiation is Key (DWS)

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Malaysia’s Astro Targets Netflix and Amazon with Streaming Launch (Nikkei Asia)

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Inside the US Campaign to Cut China Out of the Tech Supply Chain (Nikkei Asia)

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This is the Asian Century: Seven Reasons to be Optimistic About It (Nikkei Asia)

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Will Meituan Become Hong Kong’s Tesla? (The Asset)

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China’s Ant Eyes Southeast Asia e-Payment Dominance with IPO (Nikkei Asian Review)

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Sizing up Chinese Equities: A market Too Big to Ignore (Robeco)

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China’s Local Governments Ride to the Rescue of EV Startups (Nikkei Asian Review)

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Health Care: The Next Wave of Innovation in China (Franklin Templeton)

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MENA Market Outlook: Managing the Economic Fallout (Franklin Templeton)

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Hong Kong Security Law Sparks Race for Asia’s Next Financial Capital (Nikkei Asian Review)

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Reshaping Supply Chains Away From China (The Asset)

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Coronavirus Stalks Southeast Asia’s Once-thriving Unicorns (Nikkei Asian Review)

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Singapore’s ‘Democratic Dawn’? Parties Adapt to New Landscape (Nikkei Asian Review)

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Podcast: Our Man in Hong Kong (Robeco)

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Japan’s Phased Reduction of Coal Power Means Closer Links to Russia (The Asset)

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The Luckin Scandal: Fake Sales, Power Struggles and a ‘Broken Model’ (Nikkei Asian Review)

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South Korea: A Shining Example of Emerging Market Leadership (Franklin Templeton)

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PwC China Unicorn Survey 2019: Harnessing Innovation For Hypergrowth (PwC)

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