EM Fund Stock Picks & Country Commentaries (November 23, 2025)

As of late November, more Q3/October fund updates have become available (our continuously updated post containing all funds is here) plus new research starting with a non-EM piece:

🔬🌍 Small caps, big change: European leadership in an age of uncertainty (Janus Henderson Investors) – In an era of geopolitical turmoil and shifting economic alliances, Portfolio Manager Rory Stokes discusses how good leadership can redefine the potential for smaller companies amidst Europe’s evolving landscape.

New Asia Fund Documents & Research

🔬🌏 Suffering from home bias? Try Asia and its smaller companies (Aberdeen Investments) – Gabriel Sacks, Lead Manager of Abrdn Asia Focus PLC (LON: AAS), argues that overcoming home bias is key – and that Asian smaller companies offer overlooked opportunities for diversification and growth.
🗄️🌏 Abrdn Asia Focus PLC (LON: AAS)’s Octobermonthly factsheet (detailed economic and portfolio) for this high conviction portfolio of Asian small caps discussed or mentioned:
- 📈🇹🇼 Chroma Ate Inc (TPE: 2360) – Taiwanese automated testing company. Semiconductor testing for AI-artificial intelligence. 🇼 🏷️
- 📈🇹🇼 Taiwan Union Technology Corporation (TPEX: 6274) – Value-added materials & advanced mass lamination service to the global electronics industry.
- 📈🇰🇷 Hansol Chemical (KRX: 014680) – Fine chemicals + display, semiconductor & LiB materials. 🇼 🏷️
- 📉🇨🇳 Hesai Group (NASDAQ: HSAI) – Lidar products for autonomous mobility, robots, etc. Three-dimensional light detection & ranging (lidar) solutions. 🏷️
- 🏧🇨🇳 Chifeng Jilong Gold Mining Co Ltd (SHA: 600988 / HKG: 6693 / FRA: 5630) – Operating 6 gold mines, 1 polymetallic mine & 1 resources recycling business in China, Southeast Asia & West Africa.
- 🏧🇹🇼 Sino-American Silicon Products Inc (TPEX: 5483) – 3″~12″ wafers (semiconductor, solar & sapphire, application expands to solar, photovoltaic & daily energy). 🏷️
- 🏧🇹🇼 Sunonwealth Electric Machine Industry (TPE: 2421) – Cooling systems. Motors, fans, cooling modules, ventilation fans & air purification solutions.
- 🏧🇹🇼 Chief Telecom Inc (TPEX: 6561) – VPN service provider. Subs. of Chunghwa Telecom (TPE: 2412 / NYSE: CHT). 🇼
- 🇻🇳 FPT Corp (HOSE: FPT / SET: FPTVN19) – Among the largest digital IT service companies in the country with over 100 of the Fortune 500 companies as clients. 🇼 🏷️
- 🇻🇳 Mobile World Investment Corp (HOSE: MWG / SET: MWG19) – Multi-category retail platform.
🔬🌏 Private Credit in Asia 2.0 (AIMA)
⏰🎬🌏 APAC Financial Markets Spotlight: AI Tech drives APAC rally despite tariff uncertainty (US/EMEA Timezone) (FTSE Russell) – Nov 27 2025, 10:00pm, Duration: 45 mins – Join our Global Investment Research team for our new quarterly APAC Financial Markets Spotlight webinars. You will receive analysis and actionable insights on the macro backdrop and multi-asset financial markets across APAC.
- Improved growth-inflation dynamics in APAC
- APAC equities continued to outpace global peers
- YTD bond returns boosted by easing policy, except Japan
- Tech momentum continues with sustained AI & chip optimism
- Emerging Asian currencies show resilience amid October USD recovery

New Asia Fund Documents & Research

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