Investing in Asian Emerging Market News

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

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

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CMBI China and Hong Kong Equity Research (June 2023)

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moneycontrol India Stock of the Day (June 2023)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Don’t Navigate on Headline News When Investing in Asia-Pacific (Robeco)

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India – Insight trip (March 2023) (Alquity)

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Five Takes on Multi-asset Investing in Post-Pandemic China (Schroders)

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

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Alibaba Reorg (Interconnected)

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Asia: The Multi-Asset Class Opportunity Set – With Partners Capital & Singapore Management University (Money Maze Podcast)

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

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

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Singapore Banks: Breaking Out (Smart Karma)

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RESTRICT China (Interconnected Substack)

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

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Pinduoduo Research Report (Hayden Capital)

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How A Country Goes Bankrupt… In 10 Steps (John Rubino Substack via Zero Hedge)

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Countries Compete to Lure Manufacturers From China (WSJ)

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Beijing’s Regulatory Crackdown Is Unlikely to End Any Time Soon (CIGI)

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Back on the Ground in China: 8 Anecdotes From our First Post-Covid Visit (Arisaug Partners)

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It’s Time for Investors to Reevaluate Their China Exposures (Investments & Wealth Monitor)

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Silicon Valley Bank ‘Contagion’ May Leave India Unscathed (The Hindu)

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India Valuations Fair Amid Global Turmoil, Says Gohil of Credit Suisse Wealth (money control)

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Should We Automate the CEO? (theHUSTLE)

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

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

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

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

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Protests Break Out As Chinese Cities Drown Under $10 Trillion In Debt, Fail To Make Payments (Zero Hedge)

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China’s Cities Struggle Under Trillions of Dollars of Debt (WSJ)

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Silicon Valley Bank’s Troubles Threaten a Key Bridge Between Chinese Startups and U.S. Investors (The Information)

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SVB’s Debacle is Causing Panic in China’s Startup Industry (Tech Crunch)

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China’s Forex Regulator Says Offshore Remittance Policy Remains Unchanged as it Plays Down Kerfuffle Over Mobius’ ‘Can’t Get Money Out’ Claim (SCMP)

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Australia’s Wealth Fund Screens Chinese Firms at Risk of US Bans (Al Jazeera)

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

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Chris Wood Of Jefferies (MPP Interview) (Off-Piste Investing)

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

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

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China Scrambles To Save Plummeting Birth Rate With Pregnancy Perks (Zero Hedge)

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Will China Grow Old Before it Grows Rich? (Lombard Odier Investment Managers)

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As China Reopens, Flight of Wealthy Chinese to Singapore Set to Accelerate (WSJ)

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Chinese Banks Cause Alarm as Capital Flight Measures Intensify (asiaMARKETS.com)

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Mark Mobius: Be ‘Very, Very Careful’ When Investing in China (Fox Business)

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‘I Can’t Get My Money Out’: Billionaire Investor Mark Mobius Says China is Restricting Flows of Capital Out of the Country (The Insider)

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

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Crazy Optimism About China’s Economy (Gatestone Institute)

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

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US Hegemony and Its Perils (Ministry of Foreign Affairs, the People’s Republic of China)

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

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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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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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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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Emerging Markets Debt: Springtime in January? (Barings)

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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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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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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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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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Investors Look to Emerging Markets as Planets Align For End of U.S. Dollar Bull Market (The Globe & Mail)

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

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

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

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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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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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