, Author at Emerging Market Skeptic - Page 4 of 12

The Private Sector’s Share of China’s Largest Listed Companies Continued to Decline to 43 Percent in the Second Half of 2022 (PIIE)

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China’s State vs. Private Company Tracker: Which Sector Dominates? (PIIE)

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Guide to China Q1 2023 (JP Morgan AM)

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Africa Oil Has Everything I Look For In An Oil Play (Seeking Alpha)

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Nigeria’s Make-or-Break Election (Project Syndicate)

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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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Tough Times Ahead for Fintechs (The Asset)

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Deep-dive 2023-3: Boustead Singapore (BOCS SP) (Asian Century Stocks)

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Bukalapak Deep Dive (Compounding Curiosity Podcast)

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WEBINAR: Apples to Apples: Benchmarking Shopee, Grab and other major tech platforms (Momentum Academy)

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Climate and Sustainability: How Impending EU Laws on ESG Disclosures Will be a Matter of Survival for Asian Suppliers (SCMP)

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JD.com’s Asset-Heavy Model And Logistics Network To Drive Margin Expansion (Seeking Alpha)

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Climate Change: Hong Kong to Pay 30 Per Cent More for ESG Jobs as Companies Fight for Talent to Meet Sustainability Targets (SCMP)

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Ashmore Profits Plunge by Half to £53.8m as Spooked Investors Pull Out of Emerging Markets (City A.M.)

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Enaex – LATAM Stocks Investment Analysis #12 (LATAM Stocks)

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US Transferring Russian Assets to Ukraine Will Hollow out US Credibility (Global Times)

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Brazil and the Return of Neomercantilism (The Emerging Markets Investor)

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MercadoLibre: High-Quality Exposure To Emerging Markets (Seeking Alpha)

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TAV, Vinci, CAAP…Strategies to Conquer African Airports (The Africa Report)

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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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2023 Southeast Asia Internet Report (Asian Partners)

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China’s Existential Threat to Emerging Market Economies (The Emerging Markets Investor)

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Global Companies Are Committed to China (UBS AM)

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China: What Could Drive its Markets in 2023 (Capital Group)

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3 Ideas to Profit From “Peak Climate Change Hysteria” (Undervalued Shares)

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Emerging Markets Quarterly Outlook – January 2023 (CLIM)

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Visualizing Global 2023 GDP Growth Forecasts By Country (Visual Capitalist)

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EMs With Stronger Fundamentals Should See Inflows (Capital Group)

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Mexico’s Industrial Hubs Grow as Part of Trade Shift Toward Nearshoring (WSJ)

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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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Case Study Series – Meituan: Finding Business Clarity (Momentum.Asia)

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Why China’s ‘Crazy’ Mega-rich Are Moving Their Wealth, and Partying, to Singapore (SCMP)

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Chartbook #194 Can Beijing Halt China’s Housing Avalanche? The Most Important Economic-Policy Question for 2023? (Chartbook Substack)

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China’s Structural Growth – From Opportunities to Challenges With Risks (BNP Paribas)

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CLSA Feng Shui Index 2023 – Year of the Water Rabbit

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

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China: No Longer a ‘No-Brainer,’ But Still the Best of Emerging Markets (Institutional Investor)

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The Chinese Property Market: The Most Important Industry Globally Which Few Understand (Platinum Asset Management)

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Capitalizing on USA-China Tensions (Stock Spotlight Substack)

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Animated Chart: Remittance Flows and GDP Impact By Country (Visual Capitalist)

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The Chandler Brothers: The Greatest Investors You’ve Never Heard Of (Macro Ops)

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Emerging Market Small Cap: Good Things Come In… (Man Group)

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No, Brazil and Argentina Aren’t Planning a South American Version of the Euro. Here’s What’s Going On. (Market Watch via MSN)

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Brazil’s Central Bank On The Verge Of Raising Its Inflation Target As It Spirals Into The Inflationary Abyss (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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Best Emerging Markets ETFs (Updated January 2023) (The Street)

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Latin America Q1 2023 Guide to the Markets (JP Morgan AM)

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Monthly Market Review – January 2023 (Asia Pacific) (JP Morgan AM)

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Identify Fraud Through Financial Statements (Asian Century Stocks)

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Brazil Court Grants Bankruptcy Protection For Retailer Americanas (Reuters)

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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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Using CAPE Ratios in Emerging Markets (The Emerging Markets Investor)

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Which Countries Are The Most Polarized? (Visual Capitalist)

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Survey Results: Will Global Stock Markets Crash in 2023? (Visual Capitalist)

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Malaysia Responds to EU Moral Imperialism (Murray Hunter Substack)

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Explainer: Why Malaysia is Considering a Ban on Palm Oil Exports to the European Union (Reuters)

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Southeast Asian Food Delivery Players, Grab, GoTo Face Slump as Spending Growth Slows to Four-Year Low (Tech Times)

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2023 China Outlook: Leaping Back to Growth Potential in The Year of The Rabbit (Krane Shares)

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Is It Time to Invest in Emerging Markets? (Jerusalem Post)

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Emerging Markets vs Developed Markets (Franklin Templeton)

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Emerging Markets Insights: Optimism on 2023 Outlook (Franklin Templeton)

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

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Sinology: A 2023 Calendar for China’s Reopening and Recovery (The China Fund, Inc)

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Americanas: Rial Encontra Inconsistência de R$ 20 Bi Nas Contas e Decide Não Seguir Como CEO (exame invest)

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Brazil’s Americanas Could Face Up to $8 Billion Early Debt Charges After Accounting Scandal, Court Warns (Reuters)

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International Meal Company – MEAL3 – LATAM Stocks Investment Analysis #11 (Latam Stocks Substack)

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Telefonica: There’s A Significant Upside At This Valuation In 2023 (Seeking Alpha)

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Emerging Markets Debt: Springtime in January? (Barings)

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DISCLAIMER: EM Fund Stock Picks & Country Commentaries Posts

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Saudi Arabia: A Rising Investment Destination (VanEck)

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Why We Shouldn’t Underestimate China’s Petro-Yuan Ambitions (Oilprice.com)

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

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Stay Overweight on China Stocks to Capture Upside Momentum as UBS, Deutsche Bank Back Economic Outlook (SCMP)

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The Surprising Secrets of Growth in Emerging Markets (City Wire: The Funds Fanatic Show)

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Countdown Begins to Nigeria’s Crucial 2023 Elections (Crisis Group)

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The VinFast VF8 Is Simply Not Ready for America (Jalopnik)

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LEFT TO ROT: Inside China’s Apocalyptic ‘Ghost Cities’ Where 65Million Homes Lay Deserted as Communist Party Faces Economic Chaos (The Sun)

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The Big Debate: ‘Is China Flashing Green? No, It’s Not’ (City Wire)

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China is a Minefield for International Creditors (Washington Examiner)

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

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Panama to Shut Down First Quantum’s Giant Copper Mine (Mining.com)

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Key Themes for Latin America in 2023 (S&P Global)

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PLDT Points to Duterte’s Tirades, ‘Intense Competition’ in Budget Fiasco (Rappler)

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Investors Trapped in Russian Bonds Find Buyers in Kazakhstan (Bloomberg via Yahoo!)

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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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Ivan Zuenko: Why Do China’s Elites Pay so Much Attention to the Collapse of the USSR and the Soviet Communist Party? (RT.com)

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Kyle Bass: China’s Xi Intentionally Crashing Property Market, Preparing For War (Epoch Times)

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Facing Demographic Doom, China’s Army Of Retirees Returns To Work In Post “Zero-Covid” Economic Wasteland (SCMP)

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The USA Is Still Not The Most Innovative Country In The World (Zero Hedge)

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Mexico’s President Likely to Leave Big Projects Unfinished (AP)

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Energy Politics Cloud Mexican Bid To Join US Semiconductor Rush (Reuters via IB Times)

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Peru – Points on the Political Crisis (Latin America Risk Report Substack)

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Are Peru’s Exports In Jeopardy As Social Unrest Worsens? (Zero Hedge)

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Latin America Slow Descent into Interventionism (Daniel Lacalle)

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Heads to Roll at PLDT, Says ‘Disappointed’ MVP (Inquirer)

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

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From Hong Kong to Malaysia, Property Markets Set to Decline: IMF (Nikkei Asia)

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Chart of the Day: Chinese Bourses Top IPO League Tables (Caixin)

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

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US Adds 36 Chinese Companies to Export Blacklist, Including Country’s Top Flash Memory Chip Maker (SCMP)

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Dead Sheep, Dumped Crops as China Covid Rules Hit (Bloomberg Supply Lines Newsletter)

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COVID Chaos Unfolds in China (SPIEGEL International)

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Covid-weary Chinese Millionaires Eye Singapore Amid ‘Chaos and Unpredictability’ at Home (SCMP)

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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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Vietnam: It’s Time to Level Up (Noahpinion Substack)

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Frontier Markets Book List (Krish’s Garden on Notion)

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A Simple Allocation Strategy for Including EM Stocks in Global Portfolios (The Emerging Markets Investor)

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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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This Emerging Markets Manager Keeps Outperforming With This Strategy (Institutional Investor)

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Latin America and the Coming Global Debt Crisis (Latin America Risk Report Substack)

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Cristina Fernández May Not Go to Jail But Verdict Upends Argentina’s Politics (Guardian)

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Analysis: Peru Markets Take in Political Drama as Investors Focus on Fundamentals (Reuters)

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

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Gold channeling East – How Much Does China Really Own? Feat. London Paul Live From The Vault -Ep103 (Kinesis Money Youtube)

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China Confirms It Is “Mystery” Massive Gold Buyer With First Official Purchase In 3 Years (Zero Hedge)

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Sleeping Giants – The Case for Emerging Markets (Robeco Webinar)

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Bloodbath for Banks on JSE as Ramaphosa Uncertainty Weighs (Business Report)

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Asian Tigers: South Korea and Taiwan (Franklin Templeton)

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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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Sustained Growth Slowdown in China Would Spill Over to Asia-Pacific Region and Beyond (Moody’s Talk)

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Emerging & Global Markets Catch Up With Reality (Krane Shares)

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Variant View: China’s Zero-COVID Policy is Dead (Asian Century Stocks Substack)

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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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Apple Makes Plans to Move Production Out of China (WSJ)

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Conservatism Grows in Brazil, Despite Leftist President’s Win (Wall Street Journal)

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Analysis: Mexican Companies Could Resort to More Spinoffs to Enhance Market Value (Reuters)

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Latin America’s Pink Wave Faces Investor Skepticism (The Emerging Markets Investor)

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Blocked in the West, Huawei Eyes Emerging Markets (Asia Times)

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In Emerging Markets, the Bulls are Back Again (Globe and Mail)

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China Reopening, Oil, and Doing Nothing (Profit Hunting Blog)

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Carriers ‘In Panic Mode’ as Recession Bites, Offering ‘Crazy’ Ocean Rates (The Lodestar)

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EM Equity In 2023: Will The Longest Bear Market In History Continue? (Wellington Management)

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Emerging Markets Debt Outlook: A Glass Half Full or Half Empty? (Wellington Management)

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

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Why Now Might be a Good Time for Risk-Tolerant Investors to Buy Into Emerging Markets (Globe and Mail)

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Empty Rooms: Investing in Africa (Capital Allocators Podcast)

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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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Bursa Malaysia (KLSE) (Profit Hunting blog)

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FedEx Parks Planes, Maersk Cancels Sails: World Trade Appears To Be Rapidly Deteriorating (Zero Hedge)

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Back in Hong Kong Stocks (Turtles all the way down! Substack)

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With China on ‘Extended’ Path to Reopening, Emerging Market Equities Will Outperform Peers in Developed Economies, Record Double-digit Growth, Allspring Analyst Says (SCMP)

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Investors in Emerging Market ETFs Should ‘Look Under the Hood’ (Reuters Video)

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Money Rushing Into the US Will Reverse (Moneyweb.co.za)

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Visualizing India’s Population Growth From 2022-2100 (Zero Hedge)

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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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East vs West, ‘Stuff’ vs ‘Finance’ (Oilprice.com)

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Mapping the Region’s Ideological Landscape (Latin America Risk Report Substack)

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‘Just So Full of Autocracies’: For the Freedom 100 Emerging Markets ETF, Outperformance in 2022 Goes Beyond Nixing China (Market Watch)

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Gold Fields Flags Slight Drop in Production (IOL)

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Cash-rich AngloGold Ashanti Caught Up in JSE Rout Despite Stronger Quarter (IOL)

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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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The Great ASEAN Economic Rebound (Murray Hunter Substack)

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Term Three for Xi: Chinese Stocks are a No-Go (Tip Ranks)

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Why China’s Marriage Crisis Is An Existential Threat To The Country (Epoch Times via Zero Hedge)

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Xi’s Removal of Hu Points to ‘Common Prosperity,’ not Taiwan Invasion (Asia Nikkei)

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Why China Probably Won’t Invade Taiwan (Twitter Thread)

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Emerging Market Companies Face High Refinancing Risk as Tight Financial Conditions Persist (Moody’s)

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Asian Frontier Markets Update (AFC Asia Frontier Fund)

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Polen Global Emerging Markets Growth: Portfolio Manager Commentary – September 2022 (PDF file)

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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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Analysis: Donations From Brazil Farm Sector Boost Bolsonaro’s Re-election bid (Reuters)

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Brazil: Setting the Stage for a Brighter Future? (Franklin Templeton)

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Visualized: Why Do Indians Buy Gold During Diwali? (Visual Capitalist)

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