EM Fund Stock Picks & Country Commentaries (December 7, 2025)

Last August, I wrote about a CNBC piece (When ‘invest like the 1%’ fails: How Yieldstreet’s real estate bets left customers with massive losses) about the slow motion trainwreck known as Yieldstreet (who’s tagline is “Invest like the 1%…”) as I have seen a number of apps or online platforms offering “access” to alternative investments such as farmland and specific crops. Yieldstreet has apparently gotten much worse:

📰 $208 million wiped out: Yieldstreet investors rack up more losses as firm rebrands to Willow Wealth (CNBC) December 2025

Private markets investing startup Yieldstreet, now calling itself Willow Wealth, recently informed customers of new defaults on real estate projects in Houston and Nashville, Tennessee.

The letters, obtained and verified by CNBC, account for about $41 million in new losses. They come on the heels of $89 million in marine loan wipeouts disclosed in September and $78 million in losses previously reported by CNBC.

Willow Wealth also removed a decade of historical performance data from public view in recent weeks.

The high-stakes rebranding is the latest chapter for a company that sought to empower retail investors, but instead left some of them saddled with losses and years of uncertainty.

Obviously, lots of garbage deals picked over by hedge funds, private equity and larger family offices got unloaded onto unwary retail investors who should have stayed with stocks, bonds and funds (and who could have also simply sought diversification via international or emerging/frontier markets).

I am visiting or having a long stopover in Taipei – meaning this post is shorter than normal; but I have finished going through the EM Fund Stock Picks & Country Commentaries (Other International Funds (our continuously updated post containing all funds is here) and as of the first week of December, there is more research worth noting.

New Asia Fund Documents & Research

🗄️🎥🌏 What’s driving growth in Asian smaller companies – and what lies ahead (Aberdeen Closed-End Funds) 8:57 Minutes
- In the latest update for Abrdn Asia Focus PLC (LON: AAS), Lead Manager Gabriel Sacks shares insights on the themes shaping Asia’s smaller companies. He discusses why active stock selection and a differentiated portfolio approach remain central to the strategy, and highlights opportunities across markets such as Hong Kong, Taiwan, India, and Southeast Asia.
- Gabriel also explores key drivers including AI supply chains, energy transition, and domestic growth trends, as well as the importance of structural reforms and regional dynamics.
🗄️🎬🌏 Aberdeen Asia Focus: Online Presentation (Aberdeen Closed-End Funds) 1:01:35 Minutes – The Aberdeen Asia Focus PLC online presentation was hosted on Monday 1 December 2025. The webinar took the form of a short introduction from Chair, Krishna Shanmuganathan, and a presentation from Managers Gabriel Sacks, and Xin-Yao Ng.
⏰🎬🇨🇳 China Internet Q3 Financial Results Recap With StoneX China Internet Analyst (Krane Shares) – Wednesday, December 10, 2025, 12:00 pm – 1:00 pm EST
- China’s internet earnings for the third quarter have been solid, as most companies beat analyst estimates. However, Meituan’s earnings came up short due to high spending to defend its instant commerce market share from rivals, highlighting the dynamism of this fascinating industry.
- Join StoneX China Internet Research Analyst Fawne Jiang and KraneShares CIO Brendan Ahern for a webinar where they will cover:
  - Q3 Internet Earnings Recap: Fawne will deliver her third quarter earnings report card for top internet companies.
  - Policy Support & Economic Tailwinds: The 15th Five-Year Plan’s potential support for technology self-sufficiency and AI.
  - Why China’s internet stocks still offer a compelling opportunity from a valuation perspective despite strong performance in 2025.
  - Unlocking Growth: Learn about strategies to invest with KraneShares China ETFs.
⏰🎬🇨🇳 China’s Internet & AI Outlook: Policy, Valuation, and Innovation Trends with Gavekal Research (Krane Shares) – Thursday, December 11, 2025
10:30 am – 11:30 am EST
- Join Brendan Ahern, CIO of KraneShares, along with Gavekal’s Chief Economist Arthur Kroeber, for a forward-looking discussion on why China’s internet and technology sectors may be entering a more constructive phase. Drawing on Gavekal’s latest macro and technology insights—which highlight steady policy coordination, improving economic signals, and accelerating commercialization of AI and robotics—the panel will explore why many of China’s leading tech platforms remain fundamentally strong, globally competitive, and attractively valued relative to U.S. peers. The session will connect the macro backdrop with on-the-ground innovation trends shaping China’s next leg of digital growth.
- In this webinar we will cover:
  - Where China’s macro and policy environment is showing signs of stabilization and how that supports long-term opportunities in internet, cloud, and AI
  - How China’s open-source, ecosystem-driven AI development and world-leading hardware manufacturing base create a differentiated competitive edge
  - Why publicly listed Chinese platforms trade at compelling valuations, despite strong profitability and rising innovation momentum
  - Real-world innovation examples, from robot-operated retail kiosks to Alibaba’s rapidly advancing Qwen LLM
  - Comprehensive Q&A

New Asia Fund Documents & Research

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