Click here to visit our Substack newsletter for our free [Monday] “Emerging Market Links + The Week Ahead,” [Sunday] “EM Fund Stock Picks & Country Commentaries” posts, regular “EM Stock Pick Tear Sheets” & our comprehensive “Frontier & Emerging Market Stock Index.”
Contact us if there are any good EM resources missing from these lists or from the top menu...
Our Substack Newsletter
Substacks, Podcasts, Youtube Channels & Twitter
Frontier Market & Emerging Market Substacks
• Active Balance (Poland)
• Africa: The Big Deal
• Allocators Asia
• Asia Sentinel
• Asian Century Stocks
• Asian Dividend Stocks
• Brazil Stocks
• Capital Markets Africa
• ChinAI Newsletter
• ChinaTalk
• Compounding Curiosity (Asia)
• Dari Mulut ke Mulut (SE Asia)
• Douglas Research Insights (Korean/Asian Markets)
• East Asia Stock Insights
• Farrer Wealth Monthly Mailer (SG Based)
• General Crisis Watch (China)
• Investing in China
• Jam_invest’s Newsletter (HK Stocks & More)
• Konichi-Value (Japanese Value Stocks)
• LATAM Stocks
• Latin America Risk Report
• Middle East Finance Weekly Newsletter
• Murray Hunter (SE Asia)
• Oriental Value
• Pyramids and Pagodas
• Sinocism
• Tamarlane (Uzbekistan)
• The International Investor (SE Asia Focus)
• value at risk newsletter (In Polish)
• Wang Xiangwei’s Thought of the Day on China
Frontier Market & Emerging Market Podcasts
• Analyse Asia
• Asia Matters
• Asia Stream (Nikkei Asia)
• Asia Tech Strategy (Jeff Towson)
• BFM 89.9 The Business Channel (Malaysia)
• China Tech Investor
• ChinaTalk
• Chinese Whispers (The Spectator)
• Citywire: The Selection Show
• Compounding Curiosity (Asia)
• Deep Dive (Japan Times)
• Disrupting Japan
• Emerging Markets Startups
• FinMeUp Investing (South Africa)
• Frontier Markets Podcast
• HSBC (Various EM-Global Podcasts)
• Indonesia In-Depth
• Kopi Time (Singapore Based Taimur Baig)
• LATAM Stocks
• Moody’s Talks – Emerging Markets Decoded
• Nomura Podcasts
• The Impulso Podcast (Momentum Works – Asia Tech)
• The Little Red Podcast (China)
• The Smartkarma Podcast
International, Frontier Market or Emerging Market YouTube Channels
• Agence France-Presse (AFP)
• Al Jazeera English
• Allocators Asia
• Asianometry
• Bloomberg Television
• Business Day Multimedia (South Africa)
• Business Day TV (South Africa)
• Channel News Asia (CNA)
• China Global Television Network (CGTN)
• China Observer (Anti-CCP)
• CNBC International
• CNBC International TV
• CNBC Television
• CNBC-TV18 (India’s Leading Business Channel)
• DW News (Germany)
• Financial Times
• Inteligência Financeira (Brazil)
• Kepler Trust Intelligence
• moneycontrol Stock Of The Day (India)
• Morningstar Hong Kong & Singapore
• Nikkei Asia
• Reuters
• South China Morning Post
• Wall Street Journal
Twitter
• @BangkokPundit
• @China Daily Show (Satire)
• @Cratos Asset Management (South Africa)
• @DesmondShum (Author of Red Roulette)
• @Jagadeesh Chowdary (India)
• @LatamStocks (Patrick Flood, CFA)
• @Michael Pettis (China)
• @Raghav Wadhwa (India)
• @Shaun Rein (China Market Research Group)
• @Smalltalkdaily Research (South Africa)
Firms
(Most have limited free newsletters, research, articles or news…)
Frontier Market & Emerging Market Fund Managers / Venture Capital / Private Equity Firms
• 3H Investment JSC (Vietnam)
• abrdn (Aberdeen Asset Management)
• Africa Investor (AI Plc)
• Apollo Investment (Apollo Asia Fund)
• Bamboo Capital Partners (Impact Investing)
• Blackfriars Asset Management
• Channing Global Advisors, LLC
• China Growth Capital
• Coronation Fund Managers (South Africa)
• CrossBorder Capital
• Dragon Capital (Vietnam)
• Eleven Dimension Funds (EDF)
• Emerging Markets Entrepreneurs (EME)
• Emerging Markets Group Holding (EMGH)
• Emerging Markets Investment Advisers (EMIA)
• Euro Pacific Capital (Peter Schiff)
• Frontier Advisory
• Frontier Global Partners
• Frontier Research & Advisory
• Global Emerging Markets (GEM)
• Gryphon (CEE-MENA Region Focused)
• India Capital
• IS International (Turkey)
• Keywise Capital Management (Greater China)
• Khosla Ventures (Tech)
• LeapFrog Investments | Investing for the next billion
• Leopard Capital
• Liontrust Asset Management PLC
• Lumiere Capital (Singapore)
• Matthews Asia (Insights)
• MCB Capital Markets (Mauritius/Africa)
• Myanmar Investments
• Nikko Asset Management
• Pangolin Investment Management (Malaysia/Indonesia)
• Prime Holding (Egypt)
• Raiffeisen Bank (Austria + CEE)
• Renaissance Capital
• Russian Direct Investment Fund (RDIF)
• Santa Lucia Asset Management (SLAM – Singapore)
• Schmittzehe & Partners (Asia)
• Silk Invest
• Soling Partners (Middle East)
• Sturgeon Capital (Frontier Markets)
• Utilico Emerging Markets Trust plc
• ValueQuest Capital (India)
Frontier Market & Emerging Market Research / Consulting Firms
• 5th Column Ideas (Global Thematic Intelligence)
• Adrianople Group (Economic Zone Research)
• Aletheia Capital (Independent Content Firm)
• BBVA Research (Country Research & Analysis)
• Blue Orca Capital (Short Activism)
• Cascade Asia Advisors (Investigative Research)
• China Market Research Group (Shaun Rein)
• China Primary (Macau & Singapore Gaming)
• Codrington Japan
• Emerging Advisors Group (Macroeconomic Consulting)
• EmergingMarketWatch (Macro-Political Emerging Europe + Other Regions)
• Enodo Economics (China)
• Freedom 100 Emerging Markets Index (Life+ Liberty Indexes)
• Frontier Markets Capital LLC
• Koios International (Corp + Gov’t Consulting)
• New Markets Media & Intelligence
• New Street Research (Tech, Media & Telecom)
• RedTech Advisors (China Internet & Mobiles)
• Schulte Research (Fintech Research)
• Southern Pulse (Networked Intelligence in Latin America)
• The Supply Chain Lab
• View from the Peak (Thematic Research)
Development Banks / Financing
• ACCION International
• African Development Bank
• African Export-Import Bank
• Albright Stonebridge Group
• Asian Development Bank
• Caribbean Development Bank
• Development Bank of Latin America
• East African Development Bank
• Finance & Development (IMF)
• Inter-American Development Bank
• Islamic Development Bank
Newsletters, Blogs & Newspapers
(Mostly free newsletters, research, articles or news…)
Frontier Market & Emerging Market Investment Firm Newsletters / Blogs
• abrdn Insights (Aberdeen Asset Management)
• Advisor Perspectives (Asian / European Markets)
• Alquity Investment Management (Market Insights)
• Arisaig Partners (Insights)
• Asia Frontier Capital (AFC)
• Ashmore Group (Insights)
• City of London (Emerging Markets)
• City of London (Frontier Markets)
• CLSA (Insights)
• CMB International (Hong Kong)
• Cook & Bynum Capital (Travelogues)
• Cratos Asset Management Insights (South Africa)
• Doug Casey’s International Man
• East Capital (Look East)
• East Value Research (Eastern Europe, etc.)
• Erste Group Research (Central + Eastern Europe)
• Franklin Templeton (Investment Adventures in Emerging Markets)
• Gavekal Dragonomics
• GMT Research (Asia)
• Gramercy (EM Weekly)
• Greater Pacific Capital
• InvestAsian
• Jupiter Asset Management
• KB Securities Vietnam (Research Center)
• Libya Monitor
• Marc Faber – Gloom Boom Doom
• Mirae Asset Securities (Korean Research Reports)
• Mobius Capital Partners
• Morningstar Hong Kong
• Morningstar Singapore
• Oxford Economics Africa
• Pangolin Asia Fund (Newsletter)
• PGIM Real Estate
• Primaresearch (South Africa)
• Quantum Advisors (India)
• Rabobank (Knowledge)
• Seafarer Funds (Commentary)
• Silicon Dragon Ventures (Asia Startup News)
• Sovereign Man Blog
• Türkiye İş Bankası (Economic Reports)
Frontier Market & Emerging Market Investing Blogs
• African Capital Markets News
• Alpha Ideas (India Markets)
• Capital Mind (India)
• Capitalist Exploits
• Daily Rip India (Stocktwits)
• Gaurav’s Blog (Inspiring Investment Insight in Indian Equities)
• India Economic Monitor (Boston Consulting Group)
• Investing in Chinese Stocks
• Investor Insights Asia
• Jim Rogers
• Jon Springer
• Mark Mobius
• Michael McGaughy (麥德安)’s Blog
• Michael Pettis’ China Financial Markets
• Mingtiandi (Asia Real Estate Intelligence)
• Momentum.Asia (SE Asia)
• Off-Piste Investing (Value Investing + Asia)
• Praetorian Capital Fund (Kuppy’s Korner)
• ThaiCapitalist (Insights into the SET Index & Thai Stocks)
• The Devil’s Excrement (Venezuela / curse of oil)
• The Emerging Markets Investor (Jean van de Walle’s Blog)
• The Smart Investor (Singapore)
• TT Ram Mohan Blog (Indian Economy, Banking & Current Affairs)
• Undervalued Shares (Weekly Dispatches)
• Value Investor India
• Vietnamese Stock Market (Blog)
Frontier Market & Emerging Market News / Investing Portals
• African Business Magazine
• African Capital Markets News
• African Markets
• AfricanFinancials.com (Annual Reports Service for Listed Companies in Africa)
• AsianInvestor
• Bamboo Works (China/HK Midcaps + Pre-IPOs)
• Breaking Views (Reuters)
• Caixin Global (China)
• Caracas Chronicles
• China Brief (Jamestown Foundation)
• China Money Network
• DollarToday (Venezuelan Bolívar/Economic Indicators)
• Emerging Markets Traders Association (EMTA)
• EMgist
• EMIS (Formerly ISI Emerging Markets)
• Eurasia Daily Monitor (Jamestown Foundation)
• EurasiaNet.org (Central Asia)
• Euromonitor International
• fDi Intelligence (Financial Times)
• FTAdviser.com
• GGR Asia (Casino Industry News)
• Global Private Capital Association
• GlobalCapital
• How We Made It In Africa
• Hubbis (Helping Asian Wealth Management Communities Interact)
• i3Investor (Malaysia + Singapore)
• IDNFinancials (Indonesia)
• Memeburn (Africa Tech / Innovation)
• MercoPress (Mercosur bloc)
• Rest of World (Reporting Global TechStories)
• Screener.in (India Stock Screener)
• SmallCap$ (Portal Colaborativo de Investimentos – Brazil)
• The Africa Report
• Trustnet (FE fundinfo)
• Venture Capital Africa
• Ventureburn (Africa Startups)
• Ventures Africa (African Business, Financial & Economic News)
• VietStock
• Webb-site.com (Hong Kong Stocks)
• Yicai Global (China)
Frontier Market & Emerging Market Newspapers / Magazines
• African Executive
• América Economía
• Asia News Network
• Asia Times
• Asiamoney
• Asian Banker
• Australian Financial Review
• Bangkok Post
• Barron’s Emerging Markets Daily
• Buenos Aires Times
• Business Mirror (Philippines)
• Business Standard (India)
• Business Times (Singapore)
• Business Today (India)
• BusinessDay (South Africa)
• BusinessDay Nigeria
• Businessworld (Philippines)
• BW Businessworld (India)
• Cambodia Daily
• China Business Review
• China Daily
• China Economic Daily
• China Economic Review
• Corporate Treasurer (Asia)
• Daily FT (Sri Lanka)
• Economic & Political Weekly (India)
• Economic Times (India)
• Euromoney
• Exame Invest (Brazil)
• FinanceAsia
• Financial Express (Bangladesh)
• Financial Times
• Global Finance
• Global Islamic Finance
• Global Times (China)
• GlobalCapital Asia Money
• Gulf News
• Hindu Business Line
• Inside Asian Gaming
• Jakarta Globe
• Jakarta Post
• Jerusalem Post
• Journal of Turkish Weekly (JTW)
• Korea Herald
• Korea Times
• Macau Business
• Metal Bulletin
• Mexico News Daily
• Moscow Times
• Myanmar Business Today
• Nikkei Asia
• Pakistan & Gulf Economist
• Petroleum Economist
• Phnom Penh Post
• Rio Times (Brazil)
• Santiago Times (Chile)
• Semana (Colombia)
• Shanghai Daily
• Singapore Business Review
• South China Morning Post
• Southeast Asia Globe
• Straits Times
• SWA (Indonesia)
• Taipei Times
• The Asset (Asia Focused)
• The Economist
• The Edge Markets (Malaysia)
• The Nation (Thailand)
• The National (The UAE)
• The Standard (Hong Kong)
• UB Post (Mongolia)
• Valor Econômico (Brazil)
• Vietnam Investment Review
• World Economics
