- Southeast Asia is the Next Proxy Battlefield for Chinese Tech (e27)
- Lessons From Japan’s Lost Decades for China (Nikkei Asian Review)
- Results of MSCI 2017 Market Classification Review (MSCI)
- Some of China’s Richest and Most Powerful Men Have Mysteriously Vanished (LA Times)
- US-Chinese Business Partnerships Are Thriving (Kraneshares)
- Mark Mobius Answers Readers’ Questions (Mobius Blog)
- Alibaba 2017 Investor Day
- Behind China’s $1 Trillion Plan to Shake Up the Economic Order (Independent)
- China Consumer Confidence Index Reaches Highest Level in Two Years (Nielsen)
- South Korea Learns Not to Annoy China as Their Tourist Numbers Fall (CNN Money)
- How Does Tencent Compare With World’s Tech Titans? (Forbes)
- Moody’s Changes Macau’s Outlook to Stable From Negative (Moody’s)
- P&G: Betting on China, But Vulnerable to FX Fluctuations (USA Today)
- Morgan Creek Capital’s Yusko: “Killer Ds” Will Hurt the Developed World (CNBC)
- Why a Financial Crisis is NOT Brewing in China (Institutional Investor)
- China’s Deceptive Banking ‘Recovery’ (Nikkei Asian Review)
- Chinese Stocks Adored Abroad as Local Investors See Losses Mount (Bloomberg)
- China Seeks to Dominate Industries of the Future (WP)
- Escalating Tensions Have Not Unsettled Korean Markets (Moody’s)
- Chinese Wages Now Higher Than in Brazil, Argentina and Mexico
- What Hong Kong Dollar Bond Exposure Means to Investors (The Asset)
- Apple Wilts in China as Smartphone Market Heats Up (FT)
- F/X Exposure Hit APAC Corporates (Asset Benchmark Research)
- Nomura: “Slow Grind” Recovery Needed for Macau
- FLASHBACK: When One App Rules Them All: The Case of WeChat and Mobile in China (Andreessen Horowitz)
- How China Is Changing Its Manufacturing Strategy (WSJ)
- China M&A a Bright Spot Amid Regional Decline (The Asset)
- Wal-mart Goes Native in China (AP)
- China’s New Rich Distrusts Financial Advisers (The Asset)
- China Loses #2 Creditor Rank to Germany (Bloomberg)
- The Integration of Traditional and Internet Financing Will Strengthen China’s Financial Industry (Neilsen)
- China’s Mutual Funds Industry Now the Second Biggest in Asia (The Asset)
- Moody’s Downgrades Macao to Aa3 with Negative Outlook (Moody’s)
- Battery Park Capital’s Smith: China Does Have a Bustling Emerging Economy (CNBC)
- Which Emerging Markets Have the Most Leveraged Stocks? (Bloomberg)
- Infographic: Australian Fund Managers Biased Towards Emerging Markets (AFR)
- Nikko AM’s Sartori: Best Buying Opportunities in Asia in My Career (AFR)
- Korea & Taiwan Use Renminbi for Majority of Payments with China & Hong Kong (The Asset)
- Chart: Brazil Exports to China Begin to Cool (WSJ)
- Five Misconceptions About China’s Stock Markets (KraneShares)
- eCommerce Grows Among Rural Chinese & Easterners (Nielsen)
- Vietnamese Verses Chinese Retail Investors (AFC)
- Pick Stocks, Not Countries, in Emerging Markets (FE Trustnet)
- MSCI’s Decision on China’s Onshore Stock Market
- GAM’s Love: Emerging Markets Might Double Your Money Over Four Years (FE Trustnet)
- Fitch Ratings: More Negative on Macau Casino Gaming Near-to-Medium Term Prospects
- Macro Tailwinds That Could Propel China’s Internet Sector (KraneShares)
- Investor Sentiment Survey: What Emerging Market Investors Think (Franklin Templeton)
- Understanding China’s Onshore Equity Market Rally (KraneShares)
- Is Your Emerging Market Strategy Overexposed to These 3 Factors? (KraneShares)
- China Internet Flash Report: 2015 & Beyond + an Overview of 2014 Results (KraneShares)
- Aberdeen Asset Management’s China Update
- BlackRock’s Swann: Look at the China Slowdown in a Long Term Context (FE Trustnet)
- Russell Frontier Markets Equity Fund’s Manager Sees Neglected Gems (WSJ)
- Key Findings: Credit Suisse Emerging Markets Consumer Survey
- YPO CEO Survey: Asia CEO Confidence at 2-year Low (YPO)
- Emerging Markets Like India: The Next Frontier for Surgical Innovation (Cambridge Consultants)
- Chart: Stock Market Capitalization as a Percent of GDP (Guggenheim Investments)
- Macquarie’s Le Cornu Likes Korean Cosmetics, Chinese Insurance Stocks & Macau Casinos (Bloomberg)
- Macau Casino Smoking Ban: Nightclubs to the Rescue? (GGRAsia)
- Margetts’ Ricketts: Low Oil Prices Mean Asia and Emerging Market Funds Can Keep Rallying (FE Trustnet)
- Private Equity Firms in Southeast Asia Are Cashing Out Faster (WSJ)
- Brutal Competition Batters Supermarket Stocks the World Over (The Guardian)
- Investors Could Short Hong Kong to Hedge Long Shanghai Positions (BOCOM International)
- Fund Manager Consensus: Hong Kong Needs China More Than Vice Versa (AsianInvestor)
- Fund Managers: Why We Couldn’t Resist the Alibaba IPO (FE Trustnet)
- Shift Your Emerging Market Consumer Exposure from MNCs to Local Stocks (FE Trustnet)
- Fitch Cuts Macau Gaming Revenue Forecast to 4% on VIP Weakness (Fitch)
- Fidelity China Special Sits Trust: Four China Investment Themes (FE Trustnet)
- Diageo’s emerging market problems deepen (FT)
- Macau Visitor Numbers Will Keep Growing (GGRAsia)
- AmCham China: 60% of Foreign Companies Feel Unfairly Targeted
- China is Going After Foreign Car Makers (Fitch Ratings)
- Emerging Market Stocks Advance on Reform Themes & Central Bank Expectations (Bloomberg)
- Barclays: China Fears Being Overplayed (FT Adviser)
- The Great Chinese Exodus (WSJ)
- Meat Scandal Sees McDonald’s Sales Drop 7.2% in Emerging Markets (SCMP)
- Emerging Market Funds Hammer Developed Market Funds in July (Interactive Investor)
- 2014 BCG Local Dynamos: 50 Emerging Market Consumer Companies to Watch (BCG)
- Singapore’s Sovereign Wealth Fund to Increase Investment in China (FT)
- Diageo Takes a £264M Writedown on China (The Telegraph)
- Newton’s Pidcock: Asian Recovery Just Getting Started (FE Trustnet)
- BNP Paribas’ Chi Lo: Patient Investors Should Build Up China Exposure Now (CMN)
- Artemis’ Edelsten: Emerging Markets are Expensive With the Exception of China (What Investment)
- Changing Investor Attitudes About Emerging Markets (CNBC)
- Emerging Markets in the East Converging With Developed Markets in the West (Create Research)
- Why Emerging Market Refrigerators Contain Cold Hard Economic Data (II)
- Are There Greater Opportunities In Asia’s Frontier Markets Than in China? (FT)
- FPA Crescent (FPACX) Fund Makes Some Interesting Emerging Market Stock Bets (Kiplinger)
- S&W’s McGrath: Emerging Markets Are at the Perfect Entry Point (FE Trustnet)
- India ETF Flows Touch $1.5 Billion, Highest Among its BRIC Peers (Economic Times)
- Xiaomi Smartphones Are Coming to an Emerging Market Near You (Bloomberg / Tech in Asia)
- China Mobile has the Largest Share of Chinese Internet Data Traffic But China Unicom Has the Fastest Growth (Umeng)
- Will the Russia-China Gas Deal Give Japan Energy Security? (Reuters)
- Emerging Markets vs Japan: Which Offers the Most Value? (Citywire)
- Fund Managers Are Wary of “Cheap” Asian Stock Markets (FT Adviser)
- As Ties With China Unravel, US Companies Head to Mexico (NYT)
- The BIG Loser in the Russia-China Gas Deal? Australia (SMH)
- Why the MSCI Emerging Markets Index Has Some BIG Problems (WSJ)
- Emerging Markets Will Represent Over 50% of Global Vehicle Capacity in 2020 (IHS)
- How Kong Handover Blinded Media to Story of the Decade (SCMP)
- The 40 Biggest Chinese Stocks Being Added to the MSCI Index (Fortune)
- The World in 2050 (PWC)
- Vultures Circle Over Asia as Corporate Debt Piles Up (Nikkei Asian Review)
- Podcast: A Beginner’s Guide to Investing in China (KraneShares)
- 2017 Global Retail Development Index (ATKearney)
- Chinese Automakers Launch a Global Offensive Via Emerging Asia (Nikkei Asian Review)
- China’s Seniors Will Reshape the World (Bloomberg)
- Are China’s Hidden Liabilities Behind Moody’s Ratings Downgrade? (Fiscal Times)
- How China’s Middle Classes Move Their Money Abroad (SCMP)
- Moody’s Downgrades Hong Kong’s Rating to Aa2 From Aa1; Raises Outlook to Stable from Negative (Moody’s)
- Moody’s Downgrades China’s But Changes Outlook to Stable From Negative (Moody’s)
- Why Would the Chinese Pay $1B for a Talking Cat Game? (BloombergBusinessweek)
- An Automation or Robot Revolution in China (NYT)
- China’s $246B Foreign M&A Buying Spree Is Slowing (Bloomberg)
- China Deleveraging Pain Puts Investors on Contagion Alert (Bloomberg)
- Surge in Bond Issuance By Chinese Firms to Fund Capex and Global Expansion (The Asset)
- Chinese Tycoons Plant Money Management Flags on Wall Street (Bloomberg)
- Bloomberg’s Misery Index’s Least Miserable Emerging Markets
- Wall of Money Finding Its Way to Asian Local Currency Bond Markets (The Asset)
- 87% in China & 80% in India Say Their Economies Are Good (Pew)
- The Rice Cooker Has Become a Test of China’s Ability to Fix Its Economy (WSJ)
- Risk Factors Triggering the Most Analyst Questions in Asia (Asset Benchmark Research)
- Meet the China ‘Whisperers’ Who Get the Big Deals Done in Silicon Valley (WP)
- The Definition of Successful Investing to Affluent Chinese (The Asset)
- Stop Worrying About Chinese Debt? (The Asset)
- Be Wary of the MSCI China Inclusion Hype (WSJ)
- No Improvement in Asia Pacific Corporate Payments in 2015 (Coface)
- Lessons from Autohome Inc’s Battle With Foreign Shareholders (Bloomberg)
- What is the SEC Targeting Alibaba (BABA) About? (China Accounting Blog)
- Renminbi’s Share of Global Payments Falls (The Asset)
- Wynn Palace Will Outperform Other Macau Casino Developments (Fitch)
- What Risks Do Emerging Markets Pose to US Economy? (Bloomberg)
- Why China Threatens the World Economy in 90 Seconds (Telegraph)
- CLSA Feng Shui Index 2016 Predictions
- PM Capital’s Bertoli: Now is an Attractive Entry Point for Asian Stocks (AFR)
- China Has $67 Trillion in Potential Consumer Spending Over the Next 10 Years (Nielsen)
- Infographic: Brazil Left in the Lurch by China (WSJ)
- Why Macau Won’t Unseat Las Vegas Any Time Soon (FitchRatings)
- Chart: Chinese Margin Debt vs Other Stock Market Crashes (Guggenheim)
- Sanford Bernstein: Mass Market is Macau Casino Gaming’s Future (GGRAsia)
- Emerging Market Risk Ranking: Most Vulnerable to the Strongest (FT)
- Developments in the Reform of China’s State-Owned Enterprises (Mobius Blog)
- Experts: Tread Carefully With Emerging Market Investments (FE Trustnet)
- Economic Prospects in Several Emerging Asia Countries (Wells Fargo Securities)
- Tech Sector Can Power Emerging Market Portfolios (FE Trustnet)
- MGM Exec: Selling MGM China Stake Would be Bad Idea (GGRAsia)
- Analyst: Macau Casinos Possible Chinese Buy Out Targets (GGRAsia)
- Naspers’ Tencent Stake Drives the MSCI South Africa Index’s Returns (KraneShares)
- Macau Casino Boom-Bust Cycle in One Chart (Bloomberg)
- Macau Casino Stocks are Entering a “Multi-year Earnings Decline Cycle” (GGRAsia)
- China Internet Update (KraneShares)
- Templeton’s Chow: “No Reason the Goat and the Bull Cannot be Friends” (Mobius Blog)
- M&G Investments’ Vaight: “Chinese Firms Can Become Globally Competitive” (FE Trustnet)
- Russia, Kazakhstan and China are Buying Gold (The Diplomat)
- CLSA Feng Shui Index Predicts a Good Year for These Chinese Sectors (CNBC)
- Sheldon Adelson: Macau VIP Gamers “Below the Radar” Until “Witch-hunt” Levels Off (Macau Daily Times)
- Chart: Asia GDP Per Capita Has Risen Sharply Since 1960 (Aberdeen)
- Some Key Points: The Renminbi & China Commercial Paper Market (KraneShares)
- Income Ideas From Emerging Markets (Institutional Investor)
- How Huawei Grew and Its Prospects in the US (WSJ)
- Lessons From a Decade of Chinese Stock Trading (WSJ)
- Why Two Fund Managers Still Believe in Macau Casino Stocks (FE Trustnet)
- Occupy Central Protests Will Hurt These Hong Kong Stocks (SCMP)
- Understanding the Macau Casino Junket System & Why Its on a Losing Streak (WSJ)
- Where to Find Opportunities in Emerging Markets (BlackRock)
- Short Seller Jim Chanos: Everyone Forgets Ali Baba Was a Thief!
- Best Consumer Stocks for Emerging Market Investors (Morningstar)
- Deutsche Bank: Emerging Market Rally is a False Dawn (Barron’s)
- China Still Leads the BRICs in the Global Competitiveness Report
- Are Macau’s Casino Gamblers Reloading for the October Holidays? (MBD)
- China’s Investment Managers Abandon the Retail Market to Focus on Wealth Management Market (FT)
- Chinese Stocks: Cheap Long-term Play or Value Trap? (FE Trustnet)
- Norway’s Sovereign Wealth Fund Slows Emerging Market Investment (Bloomberg)
- Aberdeen CIO: India Will Surpass China for Growth (FE Trustnet)
- Microsoft’s Emerging Market Problems: Piracy & Naked PCs (Reuters)
- Investors Rethink Emerging Market ETFs (FT)
- Lazard Emerging Markets Fund Manager: Full-blown Financial Crisis in China is Unlikely (FE Trustnet)
- Singapore’s GIC Bets on Emerging Market Technolgy Investments (Reuters)
- UK Retail’s Most Valuable Shoppers Are From Asian Emerging Markets (Internet Retailing)
- BRICs Morphing Into an Anti-dollar Alliance (MT)
- Investors Are Returning to Emerging Markets in Asia But Indonesia Looks Risky (CNBC)
- EXS Capital’s Solberg: China’s Property and Steel Sectors Look Interesting Now (CMN)
- ABN Amro Likes China, Taiwan and Thailand Equities (Bloomberg)
- Don’t Believe All the Doom and Gloom Scenarios for China? (FT)
- Hungary, Poland, Mexico and South Korea Poised to Handle a Pull Back in US Monetary Stimulus (WealthManagement.com)
- Analysts Favor Currencies Like the Mexican Peso, Won and Zloty (WSJ)
- Emerging Markets Are Now Samsung Electronics – Not Samsung Heavy Industries (WSJ)
- Asian Banks Are Nibbling the Lunches of Global Banks (CCTV)
- ING IM’s Ruijer: China and the Fed are the Biggest Risks to Frontier Markets (Citywire)
- Surviving the Pharma Drug Price Wars in Emerging Markets (PharmExec.com)
- How Big of a Threat is China’s Xiaomi to Apple? (Bloomberg)
- Both Apple and Android Use is Growing in Chinese Third-tier Cities (Tech in Asia)
- The World Cup Will Likely Hit Macau Gaming Revenue Growth (Macau Business Daily)
- China’s Renminbi is Rapidly Displacing the US Dollar as a Trading Currency (FT)
- China’s Gung-ho Foray Into Africa Gets a Reality Check (Bloomberg)
- Russia Pivoted East to Asia 800 Years Before Obama (MT)
- Investors Are Overestimating the Extent of China’s Slowdown (FT Adviser)
- Alibaba and JD.com Battle for the Next Big Emerging Market: Inland China (Quartz)
- Chinese Tech Stocks Down But Not Out As Sentiment Shifts (FA)
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