Investing in East Asia News

China M&A a Bright Spot Amid Regional Decline (The Asset)

by

Be Wary of the MSCI China Inclusion Hype (WSJ)

by

Wal-mart Goes Native in China (AP)

by

No Improvement in Asia Pacific Corporate Payments in 2015 (Coface)

by

China’s New Rich Distrusts Financial Advisers (The Asset)

by

Lessons from Autohome Inc’s Battle With Foreign Shareholders (Bloomberg)

by

China Loses #2 Creditor Rank to Germany (Bloomberg)

by

What is the SEC Targeting Alibaba (BABA) About? (China Accounting Blog)

by

The Integration of Traditional and Internet Financing Will Strengthen China’s Financial Industry (Neilsen)

by

Renminbi’s Share of Global Payments Falls (The Asset)

by

China’s Mutual Funds Industry Now the Second Biggest in Asia (The Asset)

by

Wynn Palace Will Outperform Other Macau Casino Developments (Fitch)

by

Moody’s Downgrades Macao to Aa3 with Negative Outlook (Moody’s)

by

What Risks Do Emerging Markets Pose to US Economy? (Bloomberg)

by

Battery Park Capital’s Smith: China Does Have a Bustling Emerging Economy (CNBC)

by

Why China Threatens the World Economy in 90 Seconds (Telegraph)

by

Which Emerging Markets Have the Most Leveraged Stocks? (Bloomberg)

by

CLSA Feng Shui Index 2016 Predictions

by

Infographic: Australian Fund Managers Biased Towards Emerging Markets (AFR)

by

PM Capital’s Bertoli: Now is an Attractive Entry Point for Asian Stocks (AFR)

by

Nikko AM’s Sartori: Best Buying Opportunities in Asia in My Career (AFR)

by

China Has $67 Trillion in Potential Consumer Spending Over the Next 10 Years (Nielsen)

by

Korea & Taiwan Use Renminbi for Majority of Payments with China & Hong Kong (The Asset)

by

Infographic: Brazil Left in the Lurch by China (WSJ)

by

Chart: Brazil Exports to China Begin to Cool (WSJ)

by

Why Macau Won’t Unseat Las Vegas Any Time Soon (FitchRatings)

by

Five Misconceptions About China’s Stock Markets (KraneShares)

by

Chart: Chinese Margin Debt vs Other Stock Market Crashes (Guggenheim)

by

eCommerce Grows Among Rural Chinese & Easterners (Nielsen)

by

Sanford Bernstein: Mass Market is Macau Casino Gaming’s Future (GGRAsia)

by

Vietnamese Verses Chinese Retail Investors (AFC)

by

Emerging Market Risk Ranking: Most Vulnerable to the Strongest (FT)

by

Pick Stocks, Not Countries, in Emerging Markets (FE Trustnet)

by

Developments in the Reform of China’s State-Owned Enterprises (Mobius Blog)

by

MSCI’s Decision on China’s Onshore Stock Market

by

Experts: Tread Carefully With Emerging Market Investments (FE Trustnet)

by

GAM’s Love: Emerging Markets Might Double Your Money Over Four Years (FE Trustnet)

by

Economic Prospects in Several Emerging Asia Countries (Wells Fargo Securities)

by

Fitch Ratings: More Negative on Macau Casino Gaming Near-to-Medium Term Prospects

by

Tech Sector Can Power Emerging Market Portfolios (FE Trustnet)

by

Macro Tailwinds That Could Propel China’s Internet Sector (KraneShares)

by

MGM Exec: Selling MGM China Stake Would be Bad Idea (GGRAsia)

by

Investor Sentiment Survey: What Emerging Market Investors Think (Franklin Templeton)

by

Analyst: Macau Casinos Possible Chinese Buy Out Targets (GGRAsia)

by

Understanding China’s Onshore Equity Market Rally (KraneShares)

by

Naspers’ Tencent Stake Drives the MSCI South Africa Index’s Returns (KraneShares)

by

Is Your Emerging Market Strategy Overexposed to These 3 Factors? (KraneShares)

by

Macau Casino Boom-Bust Cycle in One Chart (Bloomberg)

by

China Internet Flash Report: 2015 & Beyond + an Overview of 2014 Results (KraneShares)

by

Macau Casino Stocks are Entering a “Multi-year Earnings Decline Cycle” (GGRAsia)

by

Aberdeen Asset Management’s China Update

by

China Internet Update (KraneShares)

by

BlackRock’s Swann: Look at the China Slowdown in a Long Term Context (FE Trustnet)

by

Templeton’s Chow: “No Reason the Goat and the Bull Cannot be Friends” (Mobius Blog)

by

Russell Frontier Markets Equity Fund’s Manager Sees Neglected Gems (WSJ)

by

M&G Investments’ Vaight: “Chinese Firms Can Become Globally Competitive” (FE Trustnet)

by

Key Findings: Credit Suisse Emerging Markets Consumer Survey

by

Russia, Kazakhstan and China are Buying Gold (The Diplomat)

by

YPO CEO Survey: Asia CEO Confidence at 2-year Low (YPO)

by

CLSA Feng Shui Index Predicts a Good Year for These Chinese Sectors (CNBC)

by

Emerging Markets Like India: The Next Frontier for Surgical Innovation (Cambridge Consultants)

by

Sheldon Adelson: Macau VIP Gamers “Below the Radar” Until “Witch-hunt” Levels Off (Macau Daily Times)

by

Chart: Stock Market Capitalization as a Percent of GDP (Guggenheim Investments)

by

Chart: Asia GDP Per Capita Has Risen Sharply Since 1960 (Aberdeen)

by

Macquarie’s Le Cornu Likes Korean Cosmetics, Chinese Insurance Stocks & Macau Casinos (Bloomberg)

by

Some Key Points: The Renminbi & China Commercial Paper Market (KraneShares)

by

Macau Casino Smoking Ban: Nightclubs to the Rescue? (GGRAsia)

by

Income Ideas From Emerging Markets (Institutional Investor)

by

Margetts’ Ricketts: Low Oil Prices Mean Asia and Emerging Market Funds Can Keep Rallying (FE Trustnet)

by

How Huawei Grew and Its Prospects in the US (WSJ)

by

Private Equity Firms in Southeast Asia Are Cashing Out Faster (WSJ)

by

Lessons From a Decade of Chinese Stock Trading (WSJ)

by

Brutal Competition Batters Supermarket Stocks the World Over (The Guardian)

by

Why Two Fund Managers Still Believe in Macau Casino Stocks (FE Trustnet)

by

Investors Could Short Hong Kong to Hedge Long Shanghai Positions (BOCOM International)

by

Occupy Central Protests Will Hurt These Hong Kong Stocks (SCMP)

by

Fund Manager Consensus: Hong Kong Needs China More Than Vice Versa (AsianInvestor)

by

Understanding the Macau Casino Junket System & Why Its on a Losing Streak (WSJ)

by

Fund Managers: Why We Couldn’t Resist the Alibaba IPO (FE Trustnet)

by

Where to Find Opportunities in Emerging Markets (BlackRock)

by

Shift Your Emerging Market Consumer Exposure from MNCs to Local Stocks (FE Trustnet)

by

Short Seller Jim Chanos: Everyone Forgets Ali Baba Was a Thief!

by

Fitch Cuts Macau Gaming Revenue Forecast to 4% on VIP Weakness (Fitch)

by

Best Consumer Stocks for Emerging Market Investors (Morningstar)

by

Fidelity China Special Sits Trust: Four China Investment Themes (FE Trustnet)

by

Deutsche Bank: Emerging Market Rally is a False Dawn (Barron’s)

by

Diageo’s emerging market problems deepen (FT)

by

China Still Leads the BRICs in the Global Competitiveness Report

by

Macau Visitor Numbers Will Keep Growing (GGRAsia)

by

Are Macau’s Casino Gamblers Reloading for the October Holidays? (MBD)

by

AmCham China: 60% of Foreign Companies Feel Unfairly Targeted

by

China’s Investment Managers Abandon the Retail Market to Focus on Wealth Management Market (FT)

by

China is Going After Foreign Car Makers (Fitch Ratings)

by

Chinese Stocks: Cheap Long-term Play or Value Trap? (FE Trustnet)

by

Emerging Market Stocks Advance on Reform Themes & Central Bank Expectations (Bloomberg)

by

Norway’s Sovereign Wealth Fund Slows Emerging Market Investment (Bloomberg)

by

Barclays: China Fears Being Overplayed (FT Adviser)

by

Aberdeen CIO: India Will Surpass China for Growth (FE Trustnet)

by

The Great Chinese Exodus (WSJ)

by

Microsoft’s Emerging Market Problems: Piracy & Naked PCs (Reuters)

by

Meat Scandal Sees McDonald’s Sales Drop 7.2% in Emerging Markets (SCMP)

by

Investors Rethink Emerging Market ETFs (FT)

by

Emerging Market Funds Hammer Developed Market Funds in July (Interactive Investor)

by

Lazard Emerging Markets Fund Manager: Full-blown Financial Crisis in China is Unlikely (FE Trustnet)

by

2014 BCG Local Dynamos: 50 Emerging Market Consumer Companies to Watch (BCG)

by

Singapore’s GIC Bets on Emerging Market Technolgy Investments (Reuters)

by

Singapore’s Sovereign Wealth Fund to Increase Investment in China (FT)

by

UK Retail’s Most Valuable Shoppers Are From Asian Emerging Markets (Internet Retailing)

by

Diageo Takes a £264M Writedown on China (The Telegraph)

by

BRICs Morphing Into an Anti-dollar Alliance (MT)

by

Newton’s Pidcock: Asian Recovery Just Getting Started (FE Trustnet)

by

Investors Are Returning to Emerging Markets in Asia But Indonesia Looks Risky (CNBC)

by

BNP Paribas’ Chi Lo: Patient Investors Should Build Up China Exposure Now (CMN)

by

EXS Capital’s Solberg: China’s Property and Steel Sectors Look Interesting Now (CMN)

by

Artemis’ Edelsten: Emerging Markets are Expensive With the Exception of China (What Investment)

by

ABN Amro Likes China, Taiwan and Thailand Equities (Bloomberg)

by

Changing Investor Attitudes About Emerging Markets (CNBC)

by

Don’t Believe All the Doom and Gloom Scenarios for China? (FT)

by

Emerging Markets in the East Converging With Developed Markets in the West (Create Research)

by

Hungary, Poland, Mexico and South Korea Poised to Handle a Pull Back in US Monetary Stimulus (WealthManagement.com)

by

Why Emerging Market Refrigerators Contain Cold Hard Economic Data (II)

by

Analysts Favor Currencies Like the Mexican Peso, Won and Zloty (WSJ)

by

Are There Greater Opportunities In Asia’s Frontier Markets Than in China? (FT)

by

Emerging Markets Are Now Samsung Electronics – Not Samsung Heavy Industries (WSJ)

by

FPA Crescent (FPACX) Fund Makes Some Interesting Emerging Market Stock Bets (Kiplinger)

by

Asian Banks Are Nibbling the Lunches of Global Banks (CCTV)

by

S&W’s McGrath: Emerging Markets Are at the Perfect Entry Point (FE Trustnet)

by

ING IM’s Ruijer: China and the Fed are the Biggest Risks to Frontier Markets (Citywire)

by

India ETF Flows Touch $1.5 Billion, Highest Among its BRIC Peers (Economic Times)

by

Surviving the Pharma Drug Price Wars in Emerging Markets (PharmExec.com)

by

Xiaomi Smartphones Are Coming to an Emerging Market Near You (Bloomberg / Tech in Asia)

by

How Big of a Threat is China’s Xiaomi to Apple? (Bloomberg)

by

China Mobile has the Largest Share of Chinese Internet Data Traffic But China Unicom Has the Fastest Growth (Umeng)

by

Both Apple and Android Use is Growing in Chinese Third-tier Cities (Tech in Asia)

by

Will the Russia-China Gas Deal Give Japan Energy Security? (Reuters)

by

The World Cup Will Likely Hit Macau Gaming Revenue Growth (Macau Business Daily)

by

Emerging Markets vs Japan: Which Offers the Most Value? (Citywire)

by

China’s Renminbi is Rapidly Displacing the US Dollar as a Trading Currency (FT)

by

Fund Managers Are Wary of “Cheap” Asian Stock Markets (FT Adviser)

by

China’s Gung-ho Foray Into Africa Gets a Reality Check (Bloomberg)

by

As Ties With China Unravel, US Companies Head to Mexico (NYT)

by

Russia Pivoted East to Asia 800 Years Before Obama (MT)

by

The BIG Loser in the Russia-China Gas Deal? Australia (SMH)

by

Investors Are Overestimating the Extent of China’s Slowdown (FT Adviser)

by

Why the MSCI Emerging Markets Index Has Some BIG Problems (WSJ)

by

Alibaba and JD.com Battle for the Next Big Emerging Market: Inland China (Quartz)

by

Emerging Markets Will Represent Over 50% of Global Vehicle Capacity in 2020 (IHS)

by

Chinese Tech Stocks Down But Not Out As Sentiment Shifts (FA)

by

Comparing Putin’s vs Michelle Obama’s China Trips: 40+ Business Deals vs. What?

by

Russia and China to Build a Rail Bridge Across the Amur River (PR)

by

Mark Mobius’s Emerging Markets Outlook (WSJ)

by

The Coming Eurasian Century: Russia and China are De-Dollarizing. Is “Pipelineistan” Coming?

by

Aberdeen’s Star Manager Says an Emerging Markets Turnaround is Underway (FTAdviser)

by

Emerging Market Investors Need to Think Beyond Investing in the BRICs (II)

by

Accounting Fraud and Abuse Still Widespread Among Listed Chinese Stocks (CMN)

by

How Investors Can Predict Future Vietnam Protests or Disruptions (CAA)

by

Was Huawei Warned in Advance About the Vietnam Protests? (WCT)

by

When China Sneezes, Latin America Gets the Flu Thanks to Commodities (IPS)

by

China / Russia Stock Market Charts Suggest Investing Early in Frontier Markets (Like Africa) Pay Off (Telegraph)

by

China is building an island on the disputed Mabini Reef (Timelapsed Pictures)

by

Wheat (North) vs. Rice (South): How China’s Culinary Divide Shapes Chinese Personality (WSJ)

by

Read the Actual Rice Versus Wheat Study in Science Magazine

by

China Plans $3.8 billion Rail Link Between Kenya’s Mombasa and Nairobi (AFP)

by