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Stocks


Frontier market and emerging market stock pick news and research. Visit our EM Stock Pick Tear Sheets for more frontier and emerging market stock picks.

Morningstar Hong Kong & Singapore Stock of the Week (Q3 2023)

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Categories China, EMS Analysis, Newsletter, Stocks Tags Asia, China, East Asia, Taiwan Leave a comment

Business Day TV Daily Stock Picks (August 2023)

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Categories Africa, EMS Analysis, Newsletter, Stocks Tags Africa, South Africa Leave a comment

CMBI Research China & Hong Kong Stock Picks (August 2023)

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Categories China, EMS Analysis, Newsletter, Stocks Tags Asia, China, East Asia Leave a comment

Brazil Small Cap ETF Stock Picks (September 2023)

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Categories EMS Analysis, ETFs, Latin America, Newsletter, Stocks Tags Brazil, Latin America Leave a comment

Mirae Asset Securities’ Korean Stock Picks (August 2023)

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Categories EMS Analysis, Newsletter, Stocks Tags Asia, East Asia, South Korea Leave a comment

moneycontrol India Stock of the Day (August 2023)

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Categories EMS Analysis, India, Newsletter, Stocks Tags Asia, India, South Asia Leave a comment

Rondure New World + Overseas Fund EM Stock Holdings (Mid-2023)

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Categories EMS Analysis, Mutual Funds, Newsletter, Stocks 1 Comment

EM Fund Stock Picks & Country Commentaries (August 29, 2023)

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Categories EMS Analysis, Newsletter, Stocks Leave a comment

Vesta (BMV: VESTA / NYSE: VTMX): The Mexico Nearshoring Industrial Real Estate Stock Continues to Rise

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Categories EMS Analysis, External Links, Newsletter, Stocks Tags Latin America, Mexico Leave a comment

CMBI Research China & Hong Kong Stock Picks (July 2023)

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Categories China, EMS Analysis, Newsletter, Stocks Tags Asia, China, East Asia, Hong Kong Leave a comment

Mexico Closed End Fund Stock Picks (Early 2023)

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Categories EMS Analysis, Latin America, Mutual Funds, Newsletter, Stocks Tags Cayman Islands, Latin America, Mexico, Panama, Puerto Rico, Venezuela Leave a comment

Emerging Market Stock Pick Tear Sheets (July 16-Aug 13, 2023)

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Categories EMS Analysis, Newsletter, Stocks Leave a comment

Business Day TV Daily Stock Picks (July 2023)

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Categories Africa, EMS Analysis, Newsletter, Stocks Tags Africa, South Africa Leave a comment

Cogna Educação (BVMF: COGN3 / OTCQX: COGNY): One of the World’s Largest Private Education Providers

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Categories EMS Analysis, Latin America, Stocks Tags Brazil, Latin America Leave a comment

moneycontrol India Stock of the Day (July 2023)

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Categories EMS Analysis, India, Newsletter, Stocks Tags Asia, India, South Asia Leave a comment

Vasta Platform Limited (NASDAQ: VSTA): A Brazilian Subscription Based High Growth Education Company

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Categories EMS Analysis, Latin America, Stocks Tags Brazil, Latin America Leave a comment

Vitru Limited (NASDAQ: VTRU): Positive Momentum for Brazil’s Leading Distance Learning Higher Education Provider

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Categories EMS Analysis, Latin America, Stocks Tags Brazil, Latin America Leave a comment

Arco Platform Limited (NASDAQ: ARCE): Minority Shareholder Are Wary of this Brazil Education Stock

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Categories EMS Analysis, Latin America, Stocks, Technology Tags Brazil, Latin America Leave a comment

Afya (NASDAQ: AFYA): Shares of Brazil’s Leading Medical Education Group Struggle to Breakout

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Categories EMS Analysis, Latin America, Stocks Tags Brazil, Latin America Leave a comment

CMBI China and Hong Kong Equity Research (June 2023)

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Categories China, EMS Analysis, Newsletter, Stocks Tags Asia, China, East Asia, Hong Kong Leave a comment

moneycontrol India Stock of the Day (June 2023)

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Categories EMS Analysis, India, Stocks Tags Asia, India, South Asia Leave a comment

Stadio Holdings (JSE: SDO): An Asset Light Distance Learning Model Pays Off

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Categories Africa, EMS Analysis, External Links, Stocks Tags Africa, South Africa Leave a comment

Curro Holdings (JSE: COH / FRA: 24P): Performing Significantly Better After Expanding Too Quickly

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Categories Africa, EMS Analysis, External Links, Stocks Tags Africa, South Africa Leave a comment

ADvTECH (JSE: ADH): Becoming a Pan-African Education Business

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Categories Africa, EMS Analysis, External Links, Stocks Tags Africa, South Africa Leave a comment

YDUQS Participações (BVMF: YDUQ3): Digital Learning Investments Pay Off as Growth Continues

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Categories EMS Analysis, External Links, Latin America, Stocks Tags Brazil, Latin America Leave a comment

CIRA Education (EGX: CIRA): Record Revenues and Minimal Margin Contraction Amid High Inflation

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Categories Africa, EMS Analysis, External Links, Middle East, Stocks Tags Africa, Egypt, Middle East Leave a comment

Mirae Asset Securities’ Korean Stock Picks (June 2023)

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Categories EMS Analysis, Newsletter, Stocks Tags Asia, East Asia, South Korea Leave a comment

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

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Categories Africa, China, EMS Analysis, India, Latin America, Newsletter, Southeast Asia, Stocks Tags Africa, Asia, China, East Asia, India, Latin America, Mexico, SE Asia, South Asia, Taiwan Leave a comment

Super Hi International Holding (HKG: 9658 / OTCMKTS: SPHIF): The Largest International Chinese Restaurant Brand Actually from China

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Categories China, EMS Analysis, External Links, Stocks Tags Asia, China, East Asia Leave a comment

Haidilao (HKG: 6862 / FRA: 8HI / OTCMKTS: HDALF): Cooking Up a Turnaround?

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Categories China, EMS Analysis, External Links, Stocks Tags Asia, China, East Asia Leave a comment

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

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Categories EMS Analysis, India, Stocks Tags Asia, India, South Asia Leave a comment

Morningstar Hong Kong & Singapore Stock of the Week (Q2 2023)

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Categories China, EMS Analysis, Newsletter, Southeast Asia, Stocks Tags Asia, China, East Asia, Hong Kong, Japan, Macau, SE Asia, Singapore Leave a comment

Alsea (BMV: ALSEA / FRA: 4FU / OTCMKTS: ALSSF): Seeing Robust Starbucks and QSR Growth

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Categories EMS Analysis, Stocks Tags Latin America, Mexico Leave a comment

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

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Categories EMS Analysis, India, Stocks Tags Asia, India, South Asia Leave a comment

Business Day TV Daily Stock Picks (June 2023)

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Categories Africa, EMS Analysis, Newsletter, Stocks Tags Africa, South Africa Leave a comment

Gourmet Master (TPE: 2723): Taiwan’s Rapidly Expanding Version of Starbucks

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Categories EMS Analysis, Stocks Tags Asia, East Asia, Taiwan Leave a comment

Bafang Yunji International (TPE: 2753): Turning Things Around and Expanding in HK Plus the USA

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Categories EMS Analysis, Stocks Tags Asia, East Asia, Taiwan Leave a comment

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

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Categories EMS Analysis, India, Stocks Tags Asia, India, South Asia Leave a comment

Spur Corporation Ltd (JSE: SUR): Owns South Africa’s “Official Restaurant” and Has Produced Sizzling Results

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Categories Africa, EMS Analysis, Stocks Tags Africa, South Africa Leave a comment

Emerging Market Stock Pick Tear Sheets (June 19-30, 2023)

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Categories EMS Analysis, Newsletter, Stocks Leave a comment

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

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Categories EMS Analysis, India, Stocks Tags Asia, India, South Asia Leave a comment

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

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Categories EMS Analysis, India, Stocks Tags Asia, India, South Asia Leave a comment

AmRest (WSE: EAT / FRA: 1QT / OTCMKTS: ARHOF): A Leading European Restaurant Operator Still Below Pre-COVID Highs

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Categories Eastern Europe, EMS Analysis, External Links, Stocks Tags Eastern Europe, Poland Leave a comment

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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Categories EMS Analysis, India, Stocks Tags Asia, India, South Asia Leave a comment

Champ Resto (IDX: ENAK): Indonesia’s Restaurant National Champion?

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Categories EMS Analysis, External Links, Southeast Asia, Stocks Tags Asia, Indonesia, SE Asia Leave a comment

Kangwon Land (KRX: 035250): Shares Are Still Down Despite a Mass Gaming Revenue Recovery

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Categories EMS Analysis, External Links, Stocks Tags Asia, East Asia, South Korea Leave a comment

moneycontrol India Stock of the Day (May 2023)

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Categories EMS Analysis, India, Newsletter, Stocks Leave a comment

Tsogo Sun Ltd (JSE: TSG / FRA: G5E): Africa’s Biggest Casino Operator is Getting Bigger

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Categories Africa, EMS Analysis, Stocks Tags Africa, South Africa Leave a comment

Southern Sun (JSE: SSU): Almost Normalcy for Southern Africa’s Leading Hospitality Stock

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Categories Africa, EMS Analysis, Stocks Tags Africa, South Africa Leave a comment

Sun International (JSE: SUI / FRA: RY1B): On a Roll as Casino Gamblers Return Plus New Market Expansion Plans

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Categories Africa, EMS Analysis, Stocks Tags Africa, South Africa Leave a comment

Grand Parade Investments (JSE: GPL): A Horseracing Enthusiast Takes Control of a Solid Casino Gaming Platform Ready for Buildout

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Categories Africa, EMS Analysis, External Links, Stocks Tags Africa, South Africa Leave a comment

Emerging Market Stock Pick Tear Sheets (June 1-18, 2023)

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Categories China, EMS Analysis, Newsletter, Stocks Tags Asia, China, East Asia, South Korea Leave a comment

CMBI Research Focus List of China Stock Picks (June 2023)

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Categories China, EMS Analysis, Newsletter, Stocks Tags Asia, China, East Asia Leave a comment

Mirae Asset Securities’ Korean Stock Picks (May 2023)

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Categories EMS Analysis, Newsletter, Stocks Tags Asia, East Asia, South Korea Leave a comment

LG Chem (KRX: 051910): Owns Battery Stock LG Energy Solution (And Might Be the Better Stock to Own)

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Categories EMS Analysis, External Links, Stocks, Technology Tags Asia, East Asia, South Korea Leave a comment

LG Energy Solution (KRX: 373220): World’s Biggest Non-Chinese EV Battery Stock

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Categories EMS Analysis, External Links, Stocks, Technology Tags Asia, East Asia, South Korea Leave a comment

SK Innovation (KRX: 096770): Raises More Funds and is Making Georgia Battery Plant Productivity Gains

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Categories EMS Analysis, External Links, Stocks, Technology Tags Asia, East Asia, South Korea Leave a comment

CATL (SHE: 300750): World’s Largest EV Battery Maker Who Elon Musk Recently Met With

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Categories China, EMS Analysis, Stocks, Technology Tags Asia, China, East Asia Leave a comment

CMBI Research Focus List of China Stock Picks (May 2023)

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Categories China, EMS Analysis, Newsletter, Stocks Tags Asia, China, East Asia Leave a comment

Semiconductor Manufacturing International Corp (SHA: 688981 / HKG: 0981 / FRA: MKN2): China’s Most Important Chipmaker

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Categories China, EMS Analysis, External Links, Stocks, Technology Tags Asia, China, East Asia Leave a comment

NAURA Technology Group (SHE: 002371): A Potential US-China Chip Conflict Beneficiary

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Categories China, EMS Analysis, External Links, Stocks, Technology Tags Asia, China, East Asia Leave a comment

Hua Hong Semiconductor (HKG: 1347 / FRA: 1HH / OTCMKTS: HHUSF): Plans a $2.6B Shanghai Share Sale to Fuel Expansion

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Categories China, EMS Analysis, External Links, Stocks, Technology Tags Asia, China, East Asia Leave a comment

Advanced Micro-Fabrication Equipment (SHA: 688012): China’s #2 Chip Tool Maker

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Categories China, EMS Analysis, External Links, Stocks, Technology Tags Asia, China, East Asia Leave a comment

Legend Biotech (NASDAQ: LEGN): The J&J Partner Recently Surged on Leaked Data About It’s Multiple Myeloma Treatment

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Categories China, EMS Analysis, Stocks Tags Asia, China, East Asia Leave a comment

ACM Research (NASDAQ: ACMR): Successfully Straddling the US-China Chip Conflict (So Far…)

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Categories China, EMS Analysis, Stocks, Technology Tags Asia, China, East Asia Leave a comment

Mercurity Fintech Holdings (NASDAQ: MFH): Speculative Chinese Fintech, Blockchain and Bitcoin Stock

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Categories China, EMS Analysis, Stocks, Technology Tags Asia, China, East Asia Leave a comment

Fangdd Network (NASDAQ: DUO): Can the Online Marketplace Ride Out the Chinese Property Downturn?

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Categories China, EMS Analysis, Real Estate, Stocks, Technology Tags Asia, China, East Asia Leave a comment

Emerging Market Stock Pick Tear Sheets (May 15-28, 2023)

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Categories EMS Analysis, Newsletter, Stocks Leave a comment

CGX Energy (CVE: OYL / FRA: GXCN / OTCMKTS: CGXEF): A Speculative Guyana Oil Small Cap Stock

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Categories Commodities, EMS Analysis, Latin America, Stocks Tags Guyana, Latin America Leave a comment

Frontera Energy (TSE: FEC / FRA: 3PY3 / OTCMKTS: FECCF): Hit By Colombia Unrest But Sees Coming Profitability and Operational Improvements

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Categories Commodities, EMS Analysis, Latin America, Stocks Tags Colombia, Guyana, Latin America Leave a comment

Gran Tierra Energy (NYSE: GTE): Still Has Plenty of Exploration Opportunities in Colombia and Ecuador

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Categories Commodities, EMS Analysis, Latin America, Stocks Tags Colombia, Ecuador, Latin America Leave a comment

Vista Energy (NYSE: VIST): Has the Largest Shale Oil and Gas Play Under Development Outside North America

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Categories Commodities, EMS Analysis, Latin America, Stocks Tags Argentina, Latin America, Mexico Leave a comment

GeoPark Ltd (NYSE: GPRK): Positioned for a Latin American Oil Boom

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Categories Commodities, EMS Analysis, Latin America, Stocks Tags Colombia, Latin America Leave a comment

PZU (WSE: PZU / FRA: 7PZ / FRA: 7PZ0): Poland and the CEE’s Largest Financial Conglomerate

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Categories Eastern Europe, EMS Analysis, External Links, Stocks Tags Eastern Europe, Poland, Ukraine Leave a comment

Pekao (WSE: PEO / FRA: BP1): Poland’s Second Largest Bank Positioned for a Polish Growth Slowdown

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Categories Eastern Europe, EMS Analysis, External Links, Stocks Tags Eastern Europe, Poland Leave a comment

PKO Bank Polski (WSE: PKO / FRA: P9O): Poland’s Largest Bank That Also Owns a Bank in Ukraine

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Categories Eastern Europe, EMS Analysis, External Links, Stocks Tags Eastern Europe, Poland, Ukraine Leave a comment

Investec Group (LON: INVP / JSE: INL / INP): Robust Results While Growing It’s UK Wealth Business

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Categories Africa, EMS Analysis, External Links, Stocks Tags Africa, South Africa Leave a comment

Public Bank (KLSE: PBBANK / OTCMKTS: PBLOF): Consistently Strong Financial Performance & Prudent Management

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Categories EMS Analysis, External Links, Southeast Asia, Stocks Tags Asia, Malaysia, SE Asia Leave a comment

EV Battery Maker Market Share Chart & Stock List (China, Japan & South Korea Stocks)

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Categories EMS Analysis, Stocks Tags Asia, China, East Asia, Japan, South Korea Leave a comment

Quálitas Controladora (BMV: Q): A Potential NAFTA and Mexico Nearshoring Play

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Categories EMS Analysis, External Links, Latin America, Stocks Tags Latin America, Mexico Leave a comment

World’s Safest Banks Rankings & List (From Late 2022)

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Categories EMS Analysis, Stocks Leave a comment

United Overseas Bank (SGX: U11 / FRA: UOB / UOB0 / OTCMKTS: UOVEY / UOVEF): Betting on ASEAN Growth With 2M New Citibank Clients

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Categories EMS Analysis, Southeast Asia, Stocks Tags Asia, SE Asia, Singapore Leave a comment

Americana Restaurants International PLC (TADAWUL: 6015): Expansion Plans Include 250-300 New Restaurants a Year

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Categories EMS Analysis, External Links, Middle East, Stocks Tags Asia, Middle East Leave a comment

DBS Group (SGX: D05 / FRA: DEVL / DEV / OTCMKTS: DBSDY / DBSDF): Record Earnings But Profit Margins From Higher Rates Have Peaked

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Categories EMS Analysis, Southeast Asia, Stocks Tags Asia, SE Asia, Singapore Leave a comment

OCBC Bank (SGX: O39 / FRA: OCBA / OCBB / OTCMKTS: OVCHY): Record Profits as Money Flows to Singapore

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Categories EMS Analysis, Southeast Asia, Stocks Tags Asia, SE Asia, Singapore Leave a comment

Airtel Africa (LON: AAF / FRA: 9AA / OTCMKTS: AAFRF): A Telco Who’s Performance Rides on Oil Prices

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Categories Africa, EMS Analysis, Stocks Tags Africa, Nigeria Leave a comment

Top 10 Chinese Automakers By Electric Vehicle Sales Stock List & Graphic

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Categories EMS Analysis, Stocks, Technology Tags Asia, China, East Asia Leave a comment

Emerging Market Stock Pick Tear Sheets (May 1-14, 2023)

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Categories EMS Analysis, Newsletter, Stocks Leave a comment

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

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Categories EMS Analysis, External Links, India, Stocks Tags Asia, India, South Asia Leave a comment

Tecnoglass (NYSE: TGLS): An Architectural Glass Stock With an Unbreakable Recent Performance

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Categories EMS Analysis, Latin America, Stocks Tags Colombia, Latin America Leave a comment

China Overseas Land & Investment (HKG: 0688 / OTCMKTS: CAOVF): A Value Stock Building Momentum?

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Categories China, EMS Analysis, External Links, Real Estate, Stocks Tags Asia, China, East Asia Leave a comment

Redefine Properties Ltd (JSE: RDF / BLN: R7H1): Load Shedding Hits Earnings-Dividends But There is Growth in Poland

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Categories Africa, Eastern Europe, EMS Analysis, External Links, Real Estate, Stocks Tags Africa, Eastern Europe, Poland, South Africa Leave a comment

ZJLD Group (HKG: 6979): IPO of the First Baijiu Maker to List Outside of China Flops

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Categories China, EMS Analysis, Stocks Tags Asia, China, East Asia, Hong Kong Leave a comment

Kweichow Moutai (SHA: 600519): China’s Communist Spirit and Most Valuable Company

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Categories Brands, China, EMS Analysis, External Links, Stocks Tags Asia, China, East Asia Leave a comment

PKN Orlen (WSE: PKN / FRA: PKY1): Russian Oil Sanctions Bite But Looks to Expand in Germany Plus Pays Record Dividends

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Categories Commodities, Eastern Europe, EMS Analysis, Stocks Tags Eastern Europe, Poland Leave a comment

Famous Brands (JSE: FBR): Africa’s Leading Vertically Integrated Restaurant Operator With Rising Earnings

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Categories Africa, Brands, EMS Analysis, Stocks Tags Africa, South Africa Leave a comment

Pick ‘n Pay (JSE: PIK / FRA: PIK): Value Stock Characteristics as South Africa Continues to Deteriorate

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Categories Africa, EMS Analysis, Stocks Tags Africa, South Africa Leave a comment

Shanghai Putailai New Energy Tech (SHA: 603659): Financing Europe’s Biggest Anode Plant in Sweden for EV Batteries

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Categories China, EMS Analysis, Stocks, Technology Tags Asia, China, East Asia Leave a comment

Shanghai Milkground Food Tech (SHA: 600882): A Cheese Darkhorse Hit by Peak Cheese Lollipop as Chinese Consumers Tighten Belts

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Categories Brands, China, EMS Analysis, Stocks Tags Asia, China, East Asia Leave a comment

GF Securities (HKG: 1776 / SHE: 000776 / FRA: 9GF): A Value Stock After Recent Scandals & Crackdowns?

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Categories China, EMS Analysis, Stocks Tags Asia, China, East Asia Leave a comment

Galaxy Entertainment (HKG: 0027 / OTCMKTS: GXYEF): Macau’s Best Casino Stock Positioned for Growth

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Categories China, EMS Analysis, Stocks Tags Asia, East Asia, Macau Leave a comment

Emerging Market Stock Pick Tear Sheets (April 2023)

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Categories EMS Analysis, Newsletter, Stocks Leave a comment

Banco Santander-Chile (NYSE: BSAC): Not Another SVB or First Republic Bank

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Categories EMS Analysis, Latin America, Stocks Tags Chile, Latin America Leave a comment

TOP Financial Group (NASDAQ: TOP): Hong Kong’s Latest Crazy Meme Stock

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Categories China, EMS Analysis, Stocks Tags Asia, East Asia, Hong Kong Leave a comment

Betterware de Mexico (NASDAQ: BWMX): Mexico’s Direct Selling Powerhouse With Big Expansion Plans

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Categories Brands, EMS Analysis, Latin America, Stocks Tags Latin America, Mexico Leave a comment

Hibiscus Petroleum (KLSE: HIBISCS): Profitably Enhancing Production from Mature Assets

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Categories Commodities, EMS Analysis, Southeast Asia, Stocks Tags Asia, Malaysia, SE Asia Leave a comment

Noah Holdings (NYSE: NOAH): A Chinese Wealth Management Firm Facing a “Crisis of Confidence” in the Sector

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Categories China, EMS Analysis, Stocks Tags Asia, China, East Asia Leave a comment

Gotion High-tech Co (SHE: 002074 / FRA: 24U0): The EV Battery Maker Causing a Stir in Michigan

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Categories China, EMS Analysis, Stocks, Technology Tags Asia, China, East Asia Leave a comment

Anadolu Efes (IST: AEFES / FRA: EF41 / OTCMKTS: AEBZY): Bridging the East-West Divide With Beer & Soft Drinks

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Categories EMS Analysis, Middle East, Stocks Tags Asia, Eastern Europe, Middle East, Turkey Leave a comment

NetDragon Websoft (HKG: 0777 / FRA: 3ND): First Stock to Try the AI-CEO Gimmick (Ahead of a NYSE Spinoff-Listing)

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Categories China, EMS Analysis, Stocks, Technology Tags Asia, China, East Asia Leave a comment

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

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Categories EMS Analysis, India, Stocks, Technology Tags Asia, India, South Asia Leave a comment

MINISO Group Holding (NYSE: MNSO): Asia’s Notorious Copycat Retailer

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Categories Brands, China, EMS Analysis, Stocks Tags Asia, China, East Asia Leave a comment

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

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Categories EMS Analysis, India, Stocks, Technology Tags Asia, India, South Asia Leave a comment

Bairong Inc (HKG: 6608 / FRA: 6B5): AI/Digital Transformation Services for Chinese Banks

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Categories China, EMS Analysis, Stocks, Technology Tags Asia, China, East Asia Leave a comment

Turkey – Taking Stock in Times of Change (Undervalued Shares)

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Categories Frontier / Emerging Market News, Middle East, Stocks Tags Asia, Middle East, Turkey Leave a comment

Is China Still Uninvestable? A Conversation with Navis Jockey Fund (SumZero)

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Categories China, Fund Manager News & Research, Stocks, Technology Tags Asia, China, East Asia Leave a comment

Why Tencent’s Golden Share Arrangements Could Be Worse for Investors Than Alibaba’s (China Tech Shorts)

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Categories China, Frontier / Emerging Market News, Stocks, Technology Tags Asia, China, East Asia Leave a comment

Alibaba’s Spinoffs: More Clarity, More Complexity (China Tech Shorts)

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Categories China, Frontier / Emerging Market News, Stocks, Technology Tags Asia, China, East Asia Leave a comment

Alibaba Reorg (Interconnected)

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Categories China, Frontier / Emerging Market News, Stocks, Technology Tags Asia, China, East Asia Leave a comment

START not FAANG (GAM)

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Categories China, Frontier / Emerging Market Investing Tips, Fund Manager News & Research, India, Stocks, Technology Tags China, East Asia, India, South Asia, South Korea, Taiwan Leave a comment

Lalatech, the Start-up Behind Lalamove Logistics Service, Files for Hong Kong IPO After Turning its Back on New York (SCMP)

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Categories China, Frontier / Emerging Market News, Startups, Stocks, Technology Tags Asia, China, East Asia, Hong Kong Leave a comment

Shanghai Exchange Scraps Meeting for Syngenta’s US$9.5 Billion IPO, Disrupting Plans for World’s Biggest Offering of 2023 (SCMP)

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Categories China, Frontier / Emerging Market News, Stocks Tags Asia, China, East Asia Leave a comment

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

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Categories Fund Manager News & Research, India, Stocks Tags Asia, India, South Asia Leave a comment

Luckin Coffee is Launching in Singapore, Will it Do Well? (Momentum Asia)

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Categories China, Frontier / Emerging Market News, Southeast Asia, Stocks Tags Asia, China, East Asia, SE Asia, Singapore Leave a comment

Singapore Banks: Breaking Out (Smart Karma)

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Categories Frontier / Emerging Market News, Southeast Asia, Stocks Tags Asia, SE Asia, Singapore Leave a comment

Why Chinese Apps Are the Favorites of Young Americans (WSJ)

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Categories China, Frontier / Emerging Market News, Stocks, Technology Tags Asia, China, East Asia Leave a comment

Pinduoduo Research Report (Hayden Capital)

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Categories China, Fund Manager News & Research, Stocks, Technology Tags Asia, China, East Asia Leave a comment

Standing Strong: Nestle’s Affordable Products Strategy Boosts Emerging Market Growth (FoodNavigator Europe)

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Categories Brands, External Links, Frontier / Emerging Market News, Stocks Leave a comment

Xylem: Strong Competitive Moat With Tailwinds From Green Transition (Seeking Alpha)

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Categories External Links, Frontier / Emerging Market News, Infrastructure, Stocks Leave a comment

MTN Shares Plunge 12% Despite Strong Annuals as Group Cuts SA Business Outlook Due to Power Crisis (IOL)

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Categories Africa, External Links, Frontier / Emerging Market News, Stocks Tags Africa, South Africa Leave a comment

Special Situations Update (The Superinvestors of Augustusville Substack)

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Categories Africa, External Links, Frontier / Emerging Market News, Stocks Tags Africa, Senegal Leave a comment

Africa Oil Corporation | Investor Presentation Poised for Transformational Value Upside (Africa Oil Corporation) PDF File

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Categories Africa, Commodities, External Links, Frontier / Emerging Market News, Stocks Tags Africa Leave a comment

Itaú Unibanco Offer for Itaú Corpbanca Minorities; Good Value or Value Trap? (Smart Karma)

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Categories External Links, Frontier / Emerging Market News, Latin America, Stocks Tags Brazil, Colombia, Latin America Leave a comment

Buy Union Pacific: A Strategic Play On Manufacturing Nearshoring To Mexico (Seeking Alpha)

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Categories External Links, Frontier / Emerging Market News, Latin America, Stocks Tags Latin America, Mexico Leave a comment

Swire Pacific Limited: Another Hong Kong Based SWAN Stock (Seeking Alpha)

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Categories China, External Links, Frontier / Emerging Market News, Stocks Tags Asia, China, East Asia Leave a comment

Swire Back To Buying Back – One-Third To Go (Smart Karma)

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Categories China, External Links, Frontier / Emerging Market News, Stocks Tags Asia, China, East Asia, Hong Kong Leave a comment

[JD.com (JD US) Target Price Change]: Painful Transition Weighs on Both Topline and Margin (Smart Karma)

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Categories China, External Links, Frontier / Emerging Market News, Stocks, Technology Tags Asia, China, East Asia Leave a comment

Chinese Share Sales in Europe Gain Importance as Financing Tool, UBS Exec Says (CAIXIN)

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Categories China, External Links, Frontier / Emerging Market News, Startups, Stocks Tags Asia, China, East Asia Leave a comment

Gruma – LATAM Stocks Investment Analysis #13 (LATAM Stocks Substack)

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Categories External Links, Frontier / Emerging Market News, Latin America, Stocks Tags Latin America, Mexico Leave a comment

TWK is Not Your Common or Garden Agricultural Sector Counter (financialmail)

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Categories Africa, External Links, Frontier / Emerging Market News, Stocks Tags Africa, South Africa Leave a comment

Oceana Sees Spike in Canned Fish Sales as Customers Seek Cheaper Protein Options (IOL)

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Categories Africa, External Links, Frontier / Emerging Market News, Stocks Tags Africa, South Africa Leave a comment

Our Thoughts on Grab’s 2022 Q4 and FY Earnings (Momentum Works)

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Categories External Links, Fund Manager News & Research, Southeast Asia, Stocks, Technology Tags Asia, SE Asia Leave a comment

How Did China Come to Dominate the World of Electric Cars? (MIT Technology Review)

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Categories China, External Links, Frontier / Emerging Market News, Startups, Stocks, Technology Tags Asia, China, East Asia Leave a comment

The Tesla Competitor Dominating China’s EV Market | U.S. vs. China (WSJ)

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Categories China, External Links, Frontier / Emerging Market News, Stocks, Technology Tags Asia, China, East Asia Leave a comment

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

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Categories External Links, Frontier / Emerging Market News, India, Mutual Funds, Stocks Tags Asia, India, South Asia Leave a comment

5 Attractive Dividend Stocks From An Emerging Markets Country (Seeking Alpha)

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Categories External Links, Frontier / Emerging Market News, Latin America, Stocks Tags Brazil, Latin America Leave a comment

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

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Categories External Links, Frontier / Emerging Market News, India, Stocks Tags Asia, India, South Asia Leave a comment

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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Categories China, External Links, Fund Manager News & Research, Stocks Tags Asia, China, East Asia Leave a comment

Making Sense of Delivery Platform Stock Metrics and Financials

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Categories EMS Analysis, Newsletter, Stocks, Technology Leave a comment

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

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Categories Commodities, External Links, Frontier / Emerging Market News, Stocks Tags Africa, Nigeria Leave a comment

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

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Categories External Links, Frontier / Emerging Market News, India, Stocks Tags Asia, India, South Asia Leave a comment

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

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Categories External Links, Frontier / Emerging Market News, India, Stocks Tags Asia, India, South Asia Leave a comment

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

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Categories External Links, Frontier / Emerging Market News, Southeast Asia, Stocks Tags Asia, SE Asia, Singapore Leave a comment

Bukalapak Deep Dive (Compounding Curiosity Podcast)

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Categories External Links, Frontier / Emerging Market News, Southeast Asia, Startups, Stocks, Technology Tags Asia, Indonesia, SE Asia Leave a comment

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

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Categories China, External Links, Fund Manager News & Research, Southeast Asia, Startups, Stocks, Technology Tags Asia, China, East Asia, Indonesia, Malaysia, SE Asia, Singapore, Thailand, Vietnam Leave a comment

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

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Categories China, External Links, Frontier / Emerging Market News, Stocks, Technology Tags Asia, China, East Asia Leave a comment

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

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Categories External Links, Frontier / Emerging Market News, Stocks Leave a comment

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

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Categories External Links, Frontier / Emerging Market News, Latin America, Stocks Tags Chile, Latin America Leave a comment

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

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Categories External Links, Frontier / Emerging Market News, Latin America, Stocks, Technology Tags Latin America Leave a comment

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

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Categories Africa, External Links, Frontier / Emerging Market News, Infrastructure, Stocks Tags Africa Leave a comment

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

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Categories Corruption, External Links, Frontier / Emerging Market News, India, Stocks Tags Asia, India, South Asia Leave a comment

The Adani Cloud Over India (Aljazera)

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Categories Corruption, External Links, Frontier / Emerging Market News, India, Stocks Tags Asia, India, South Asia Leave a comment

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

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Categories Corruption, External Links, Frontier / Emerging Market News, India, Stocks Tags Asia, India, South Asia Leave a comment

2023 Southeast Asia Internet Report (Asian Partners)

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Categories External Links, Fund Manager News & Research, Southeast Asia, Startups, Stocks, Technology Tags Asia, SE Asia Leave a comment

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

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Categories China, External Links, Fund Manager News & Research, Stocks, Technology Tags Asia, China, East Asia Leave a comment

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

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Categories Corruption, External Links, Fund Manager News & Research, India, Stocks Tags Asia, India, South Asia Leave a comment

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

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Categories External Links, Fund Manager News & Research, Stocks Leave a comment

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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Categories China, External Links, Frontier / Emerging Market News, India, Latin America, Southeast Asia, Startups, Stocks, Technology Tags Asia, China, East Asia, India, Latin America, Mexico, SE Asia, South Asia, Vietnam Leave a comment

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

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Categories Corruption, External Links, Frontier / Emerging Market News, India, Stocks Tags Asia, India, South Asia Leave a comment

Brazil Court Grants Bankruptcy Protection For Retailer Americanas (Reuters)

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Categories Corruption, External Links, Frontier / Emerging Market News, Latin America, Stocks Tags Brazil, Latin America Leave a comment

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

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Categories External Links, Fund Manager News & Research, Southeast Asia, Stocks, Technology Tags Asia, Indonesia, Malaysia, Philippines, SE Asia, Singapore, Thailand, Vietnam Leave a comment

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

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Categories Corruption, External Links, Frontier / Emerging Market News, Latin America, Stocks Tags Brazil, Latin America Leave a comment

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

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Categories External Links, Frontier / Emerging Market News, Latin America, Stocks Tags Brazil, Colombia, Latin America Leave a comment

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

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Categories External Links, Frontier / Emerging Market News, Latin America, Stocks Tags Argentina, Brazil, Chile, Latin America, Peru, Venezuela Leave a comment

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

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Categories China, External Links, Frontier / Emerging Market News, Stocks Tags Asia, China, East Asia Leave a comment

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

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Categories Frontier / Emerging Market News, Infrastructure, Southeast Asia, Stocks Tags Asia, Philippines, SE Asia Leave a comment

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

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Categories Frontier / Emerging Market News, Southeast Asia, Stocks Tags Asia, Philippines, SE Asia Leave a comment

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

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Categories China, Frontier / Emerging Market News, Stocks Tags Asia, China, East Asia Leave a comment

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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Categories China, Frontier / Emerging Market News, India, Southeast Asia, Stocks, Technology Tags Asia, China, East Asia, India, SE Asia, South Asia, Vietnam Leave a comment

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

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Categories China, External Links, Frontier / Emerging Market News, Stocks, Technology Tags Asia, China, East Asia Leave a comment

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

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Categories Frontier / Emerging Market News, Latin America, Stocks Tags Latin America, Mexico Leave a comment

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

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Categories China, Companies, Frontier / Emerging Market News, Middle East, Southeast Asia, Stocks, Technology Tags Asia, East Asia, Middle East, SE Asia Leave a comment

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

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Categories Fund Manager News & Research, Stocks Leave a comment

Bursa Malaysia (KLSE) (Profit Hunting blog)

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Categories Frontier / Emerging Market News, Southeast Asia, Stocks Tags Asia, Malaysia, SE Asia Leave a comment

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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Categories China, Fund Manager News & Research, Stocks Tags Asia, China, East Asia Leave a comment

‘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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Categories China, Frontier / Emerging Market News, India, Stocks, Technology Tags Asia, China, East Asia, India, South Asia Leave a comment

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

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Categories Africa, Commodities, Frontier / Emerging Market News, Stocks Tags Africa, South Africa Leave a comment

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

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Categories Companies, Frontier / Emerging Market News, Stocks Leave a comment

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

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Categories Fund Manager News & Research, Mutual Funds, Stocks Leave a comment

Platinum Asset Management: Asia ex-Japan Market Update

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Categories Fund Manager News & Research, Mutual Funds, Stocks Tags Asia, East Asia, SE Asia, South Asia Leave a comment

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

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Categories Fund Manager News & Research, India, Mutual Funds, Southeast Asia, Stocks Tags Asia, East Asia, India, Indonesia, SE Asia, South Asia, South Korea, Vietnam Leave a comment

You Probably Own More Crashing Chinese Stocks Than You Think (Investor’s Business Daily)

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Categories China, ETFs, Frontier / Emerging Market News, Mutual Funds, Stocks Tags Asia, China, East Asia Leave a comment

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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Categories China, Fund Manager News & Research, Middle East, Mutual Funds, Southeast Asia, Stocks Tags Asia, China, East Asia, India, Middle East, SE Asia, South Asia, Taiwan, Turkey, Vietnam Leave a comment

As Stock Picker Dubbed British Warren Buffett Winds Up Fund That Wasn’t Doing Well… Should YOU Steer Clear of Emerging Markets Too or is it Time to Buy? (Daily Mail)

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Categories Frontier / Emerging Market Investing Tips, Mutual Funds, Stocks Leave a comment

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

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Fundsmith Emerging Equities Trust plc Performance
Categories EMS Analysis, ETFs, Frontier / Emerging Market Investing Tips, Mutual Funds, Newsletter, Stocks Tags Asia, India, South Asia Leave a comment

Mercado Libre CFO Talks E-commerce Markets, Fintech Services, Crypto, Outlook (Yahoo! Finance)

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Categories Frontier / Emerging Market News, Latin America, Stocks, Technology Tags Brazil, Chile, Colombia, Latin America, Mexico, Peru Leave a comment

Forbes Asia 100 To Watch 2022

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Categories China, Companies, External Links, Frontier / Emerging Market News, India, Southeast Asia, Startups, Stocks Tags Asia, East Asia, SE Asia, South Asia Leave a comment

Chinese Stocks Could Plunge by 20% if Real Estate Troubles Get Much Worse, Morgan Stanley Says (CNBC)

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Categories China, External Links, Frontier / Emerging Market News, Real Estate, Stocks Tags Asia, China, East Asia Leave a comment

Korea, Japan Companies Expanding in Vietnam (The Asset)

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Categories China, Companies, External Links, Frontier / Emerging Market News, Southeast Asia, Stocks Tags Asia, China, East Asia, SE Asia, South Korea, Vietnam Leave a comment

Once South-East Asia’s Most Valuable Startup, Grab Falls US$13bil Behind GoTo (Bloomberg via The Star)

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Categories External Links, Frontier / Emerging Market News, Southeast Asia, Startups, Stocks Tags Asia, Indonesia, SE Asia, Singapore Leave a comment
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