Investing in South Asia Emerging Market News

moneycontrol India Stock of the Day (June 2023)

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Emerging Market Stock Pick Tear Sheets (July 1-15, 2023)

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Barbeque Nation (NSE: BARBEQUE / BOM: 543283): India’s Successful Homegrown Casual-Dining-Restaurant

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Restaurant Brands Asia Ltd (NSE: RBA / BOM: 543248): Inflation Pains as Expansion Continues in India and Indonesia

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Westlife Foodworld Ltd (NSE: WESTLIFE / BOM: 505533): India’s McDonald’s Master Franchisee is Hitting New Highs

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Jubilant FoodWorks (NSE: JUBLFOOD / BOM: 533155): Inflation Bites as They Aggressively Expand Domino’s Pizza

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Sapphire Foods (NSE: SAPPHIRE / BOM: 543397): Institutional Shareholders Remain Bullish as They Buy More Shares

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Devyani International (NSE: DEVYANI / BOM: 543330): Yum! Brands’ Largest Franchisee in India Hopes for a Rebound Amid Signs Inflation is Stabilizing

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Narayana Hrudayalaya (NSE: NH / BOM: 539551): Has Profitably Mastered the Affordable Health Care Business Model

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Persistent Systems (NSE: PERSISTENT / BOM: 533179): One of India’s Fastest Growing IT Firms You Probably Have Not Heard Of

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MapMyIndia (NSE: MAPMYINDIA / BOM: 543425): Maps Every Door in India

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Don’t Navigate on Headline News When Investing in Asia-Pacific (Robeco)

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India – Insight trip (March 2023) (Alquity)

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START not FAANG (GAM)

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India’s Opportunities: Impossible to Ignore (Van Eck)

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Countries Compete to Lure Manufacturers From China (WSJ)

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Silicon Valley Bank ‘Contagion’ May Leave India Unscathed (The Hindu)

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India Valuations Fair Amid Global Turmoil, Says Gohil of Credit Suisse Wealth (money control)

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Chris Wood Of Jefferies (MPP Interview) (Off-Piste Investing)

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Adani stock Rout Leaves Tens of Millions in Australian Retirement Savings Exposed (The Guardian)

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Nykaa, Maruti, Titan Among 10 Stocks on Morgan Stanley’s Focus List (Mint)

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Dr. Reddy’s Laboratories: Positive Q3 Results, Growth Supportive Of Buy (Seeking Alpha)

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4 Reasons Why Foreign Investors Are Selling Indian Stocks (ndtv)

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BT EXCLUSIVE: Why Mark Mobius is Not Interested in Adani Group Stocks (BT)

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The Adani Cloud Over India (Aljazera)

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Two Wall Street Powerhouses Hit by the Fall of Billionaire Adani’s Empire (The Street)

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PE Deals in Asia-Pacific Fall in 2022 as US Investors Drop China for India (Business Standard)

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Short-Seller Hindenburg Targets India’s Richest Man For “Brazen Stock Manipulation” (Zero Hedge)

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Forget Big Tech—Emerging Market Stocks Will be the Leaders of the Next Decade as India Takes China’s Thunder, Morgan Stanley IM Says (Fortune)

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What is BharOS, the New Mobile Operating System Made in India That Wants to Take on Android? (FirstPost)

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Adani Group: How The World’s 3rd Richest Man Is Pulling The Largest Con In Corporate History (Hindenburg Research)

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The ‘Dollar Wrecking Ball’ Got Wrecked, Why Investors Should Look ‘Outside’ the U.S. – Michael Gayed (Kitco)

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Corporate Earnings Will Have to Justify the Valuations, Says Motilal Oswal’s Raamdeo Agrawal (Money Control)

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Foreign Investors Continue Selling Spree of 2022 Into the New Year (CNBCTV8 India)

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AFC Asia Frontier Fund – Review 2022 and Outlook 2023 (AFC Asia Frontier Fund)

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Mild Recession in the US may Aid Asian Markets Including India: Credit Suisse’s Dan Fineman (Money Control)

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AFC on the Road – Sri Lanka (Asia Frontier Capital)

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Which Countries Are Most Influenced By China? (Oilprice.com)

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Daily Voice | This Wealth Manager Feels India’s Growth Outlook May be Lowered on Likely Drop in Global Earnings (Moneycontrol)

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Investors Look to Emerging Markets as Planets Align For End of U.S. Dollar Bull Market (The Globe & Mail)

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Global Thematics: What’s Behind India’s Growth Story? (Morgan Stanley)

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Emerging Market Investors: Drop a Bric and Pick Up a Bimchip (Financial Times)

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In Long Term Absolute Return Portfolio, I Have About 20 Stocks Which are Still Dominantly India: Chris Wood (The Economic Times)

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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)

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Kiplinger’s Personal: Don’t Give Up on Developing Markets (Kiplinger’s Personal Finance)

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India Economic Boom: 2031 Growth Outlook (Morgan Stanley)

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Foreign Investors Might Prefer China Soon as Indian Market Valuation Expensive (CNBC)

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Manufacturing Moving to India From China, But Trade Deficit a Concern, Says Mark Mobius (ThePrint)

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‘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)

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How China has Dragged Down Investor Returns Over the Past Decade (Forbes India)

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There Are Massive, Record Breaking “Mystery Buyers” In Gold All Of A Sudden (QTR Finance Substack)

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Gold Market Roiled As Mystery Buyer Waves In 300 Tonnes (Zero Hedge)

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Platinum Asset Management: Asia ex-Japan Market Update

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Scottish Oriental Smaller Companies Trust – Annual Report for Year Ended Aug 31, 2022

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“Confidence Shaken:” US Firms In China Look Elsewhere As ‘Friendshoring’ Gathers Steam (Zero Hedge)

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MOBIUS INVESTMENT TRUST: Mobius Scans Far Horizons as China Shunned – Manager Carlos Hardenberg Says he is Facing Strong Headwinds (Daily Mail)

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5 Growth Opportunities in India (William Blair)

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India Has a $1.2 Trillion Plan to Snatch Factories From China (Bloomberg)

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Asia’s Ticking Debt Bomb: Sri Lanka Crisis Sounds Alarm Bells Across Region (Nikkei Asia via Sri Lanka Brief)

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Exclusive-India’s Inclusion Into Key Govt Bond Index Pushed Back to Next Year – Sources (Reuters)

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China’s $5 Trillion Rout Creates Historic Gap With Indian Stocks (Bloomberg via Business Standard)

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When Emerging Market Growth Stock Investing Fails: Fundsmith Emerging Equities Trust plc to Liquidate

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Fundsmith Emerging Equities Trust plc Performance

Chartbook #153: The South Asian Polycrisis (Chartbook Substack)

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India Is the ‘Best Bet’ in the Global Economy, Says Conglomerate Exec (CNBC)

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What Went Wrong for Terry Smith’s Trust? (FT Adviser)

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China, IMF Bailouts for Poorer States Ease Bearish Sentiment Towards Emerging Markets (SCMP)

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Forget China. These 3 Emerging Markets Are Better Bets. (Barron’s)

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Russia’s Exclusion Potentially Paves Way For India Into Global Bond Index (Bloomberg)

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Asian Frontier Markets See a Strong Rebound in August – Asia Frontier Capital (AFC) – August 2022 Update

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Forbes Asia 100 To Watch 2022

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Russia Proposes New Standard To Compete With RIGGED London Bullion Market Association (LBMA) (Capitalist Exploits via Zero Hedge)

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“Friendshoring” Trend Sees Companies Moving Ops To Dodge Tensions And Trade Wars (Zero Hedge)

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Powell Pushing Asia Into a New Financial Crisis (Asia Times)

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Pakistan’s Coming Collapse Should Worry the World (National Interest)

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Interview with Herald van der Linde (Asian Century Stocks)

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These Are The Countries With The Highest Default Risk (Zero Hedge)

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

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

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India: Three Themes Driving Growth (Franklin Templeton)

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

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

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Sri Lanka’s Difficult Road Ahead (Manulife IM)

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

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

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

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

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

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

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

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

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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: 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: Bangladesh (CFA Institute)

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

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

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

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

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

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

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Coronavirus Tests India’s Vaccine Makers in R&D Capability (Nikkei Asian Review)

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Into Africa: India Vies With China for Post-pandemic Clout (Nikkei Asian Review)

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Bangladesh: Excellent Growth Prospects Hampered by Uncertain Policy-making (Asia Frontier Capital)

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Pakistan: “More Gas in the Tank” (Asia Frontier Capital)

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Sri Lanka: Presidential Election Update (Asia Frontier Capital)

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Looking Past the Hang-Ups for Asia’s Smartphone Industry (Franklin Templeton)

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Podcast: Electric Vehicles in Emerging Markets (BNP Paribas AM)

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India’s Budget Moving in the Right Direction (Franklin Templeton)

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False Narratives: Rise of the Emerging Market Middle Class (Advisor Perspectives)

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Southeast Asia Gains New Leverage as China and US Battle for Influence (Nikkei Asian Review)

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India: Underappreciated Alpha Opportunity? (Wellington Management)

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The Spoils of Trade War: Asia’s Winners and Losers in US-China Clash (SCMP)

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India’s Post-Election Outlook: A Fine Balance (PIMCO)

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Asia is Home to 50% of World’s Fastest Growing Companies (Nikkei Asian Review)

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India, China Step on the Gas on Oil Sourcing Plan (Livemint)

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India Elections: What’s at Stake and What it Means to the Market (Pictet)

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The NIFTY 50 No Longer Reflects the Indian Economy (Enterprising Investor)

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Bangladesh: A Rising Consumer Story (AFC Asia Frontier Fund)

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Middle Class and Frustrated in Asia? Populist Politicians Are Seeking You Out in 2019 (SCMP)

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The Rise and Rise of Bangladesh (Nikkei Asian Review)

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The Future of Yuan (Express Tribune)

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Asia at a Crossroads: Demographics, Economics & Investment (State Street)

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China Faces Pushback on Belt and Road Indebtedness (The Asset)

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Why is Bangladesh Booming? (The Asset)

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The “Next Eleven” and the World Economy (The Asset)

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India: Reform and Innovation (Aberdeen Standard Investments)

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One Market Illustrating Emerging Market Opportunities (BlackRock)

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Four Investable Trends Reshaping Rural India (Wellington Management)

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Macro Forum Insights and Perspectives (Actis)

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Why It’s Not Time to Squeeze the Brakes on Indian Equities (Franklin Templeton)

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Emerging Asia Risks Never Growing Rich (Nikkei Asian Review)

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Seven Reasons India Is Primed for Growth (Enterprising Investor)

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The 5 Best Emerging Markets for 2018 (Kiplinger)

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Oil Price Rally Puts Asian Governments in a Tight Spot (Nikkei Asian Review)

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GST: Asia’s Most Important Economic (Election) Talking Point? (SCMP)

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India and China Emerging as Startup Hot Spots (Nikkei Asian Review)

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China and India to Overtake U.S. Economy This Century (Bloomberg)

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The World in 2050 (PWC)

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8 of 10 Fastest Growing Markets are Frontier Markets (Mobius Blog)

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India Moves Up the Ranks of Asia300 Companies (Nikkei Asian Review)

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Mark Mobius Answers Readers’ Questions (Mobius Blog)

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2017 Global Retail Development Index (ATKearney)

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India Fund Managers Divided Over Whether Further Gains are Likely (FT)

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Foreign Car Brands that Failed in India (Financial Express)

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Why GM Never Found the Spark In India (BusinessLine)

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General Motors to Stops Selling Chevrolet in India (BusinessLine)

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Warren Buffett: India Has ‘Incredible’ Potential. Why Hasn’t He Invested? (CNN Money)

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Emerging Market Companies & Governments Binge on US Dollar Debt (WSJ)

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Wall of Money Finding Its Way to Asian Local Currency Bond Markets (The Asset)

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87% in China & 80% in India Say Their Economies Are Good (Pew)

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F/X Exposure Hit APAC Corporates (Asset Benchmark Research)

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Risk Factors Triggering the Most Analyst Questions in Asia (Asset Benchmark Research)

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

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

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India to Offer More Investment Options Through ADRs (The Asset)

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

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

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

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

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

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Tech Sector Can Power Emerging Market Portfolios (FE Trustnet)

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

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India Ranks Highest in Latest Nielsen Consumer Confidence Survey

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Fund Manager Interview: Aberdeen India Fund (Aberdeen)

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

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Frontier Market ETFs Have 72% Exposure to Oil-Dependent Countries (FT Adviser)

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

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OMGI’s Crabb: India Consumer Stocks on “Very Stretched Multiples” (FE Trustnet)

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New Fragile Five Facing a Forex Crisis: Argentina, Brazil, South Africa, Ukraine & Venezuela (Institutional Investor)

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Key Findings: Credit Suisse Emerging Markets Consumer Survey

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Fortune Magazine: Seven Emerging Markets to Invest in Now

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

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

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

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

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Psigma’s Gregory: “We Like India, We Like China” (FE Trustnet)

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How India (Mostly) Benefits From Low Oil Prices (The Economic Times)

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

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Hermes’ Greenberg: Overweight in India But Avoiding Modi Stocks (FE Trustnet)

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Table: Earnings Surprises in Emerging Market Asia (BlackRock)

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Is India’s lost generation a systemic risk? (CNBC)

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Emerging Market Acronyms Like “Fragile Five” are Misleading and Unhelpful (SCMP)

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Best Consumer Stocks for Emerging Market Investors (Morningstar)

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The State of Big Emerging Markets on One Giant Map (BI)

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Diageo’s emerging market problems deepen (FT)

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China Still Leads the BRICs in the Global Competitiveness Report

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India Drops 11 Places to #71 in the Global Competitiveness Report

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