Daily Voice | This Wealth Manager Feels India’s Growth Outlook May be Lowered on Likely Drop in Global Earnings (Moneycontrol) by
Investors Look to Emerging Markets as Planets Align For End of U.S. Dollar Bull Market (The Globe & Mail) by
Gold channeling East – How Much Does China Really Own? Feat. London Paul Live From The Vault -Ep103 (Kinesis Money Youtube) by
China Confirms It Is “Mystery” Massive Gold Buyer With First Official Purchase In 3 Years (Zero Hedge) by
In Long Term Absolute Return Portfolio, I Have About 20 Stocks Which are Still Dominantly India: Chris Wood (The Economic Times) by
Sustained Growth Slowdown in China Would Spill Over to Asia-Pacific Region and Beyond (Moody’s Talk) by
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) by
With China on ‘Extended’ Path to Reopening, Emerging Market Equities Will Outperform Peers in Developed Economies, Record Double-digit Growth, Allspring Analyst Says (SCMP) by
Manufacturing Moving to India From China, But Trade Deficit a Concern, Says Mark Mobius (ThePrint) by
‘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) by
‘Just So Full of Autocracies’: For the Freedom 100 Emerging Markets ETF, Outperformance in 2022 Goes Beyond Nixing China (Market Watch) by
There Are Massive, Record Breaking “Mystery Buyers” In Gold All Of A Sudden (QTR Finance Substack) by
“Confidence Shaken:” US Firms In China Look Elsewhere As ‘Friendshoring’ Gathers Steam (Zero Hedge) by
MOBIUS INVESTMENT TRUST: Mobius Scans Far Horizons as China Shunned – Manager Carlos Hardenberg Says he is Facing Strong Headwinds (Daily Mail) by
Why China is Gaining an Edge in Emerging Markets While the West Tries to ‘Impose Hegemony on a Shoestring’ (SCMP) by
Economic and Finance Shake-up on China’s Central Committee Heralds New Era in Face of Global Uncertainty (SCMP) by
China Congress Ends As “Dictator For Life” Xi Stacks Inner Circle With Loyalists; Equity Market Implications (Zero Hedge) by
All the Emperor’s Men: How Xi Jinping Became China’s Unrivalled Leader — and How he Plans to Expand His Power Base (Financial Times) by
“This Is What Annihilation Looks Like”: Biden Export Controls ‘Wreaking Havoc’ On China’s Chip Industry (Zero Hedge) by
The US Government’s New Export Controls are Wreaking Havoc on China’s Chip Industry (Twitter Thread) by
US Citizens at Chinese Chip Firms Caught in the Middle of Tech War After New Export Restrictions (SCMP) by
On Growth, Exports and Supply Chain Diversification: Making the Case for South Korean Equities (Franklin Templeton) by
Prepare For Capital Controls – The Third Horseman Of The Unholy Trinity’s Apocalypse (FortuneAndFreedom.com) by
Asia’s Ticking Debt Bomb: Sri Lanka Crisis Sounds Alarm Bells Across Region (Nikkei Asia via Sri Lanka Brief) by
World Bank Cuts China Growth Forecast as COVID-19, Real-estate Crunch Take Toll (WSJ via Fox Business) by
China’s $5 Trillion Rout Creates Historic Gap With Indian Stocks (Bloomberg via Business Standard) by
When Emerging Market Growth Stock Investing Fails: Fundsmith Emerging Equities Trust plc to Liquidate by
‘The Emperor has no Clothes.’ Why China’s Reputation for Economic Management is Coming Undone (Market Watch) by
Asian Frontier Markets See a Strong Rebound in August – Asia Frontier Capital (AFC) – August 2022 Update by
Chinese Stocks Could Plunge by 20% if Real Estate Troubles Get Much Worse, Morgan Stanley Says (CNBC) by
US Business Optimism in China Tumbles to an All-time low, With Zero-Covid and Geopolitical Tension Top Concerns (SCMP) by
Once South-East Asia’s Most Valuable Startup, Grab Falls US$13bil Behind GoTo (Bloomberg via The Star) by
China’s Trillion-Dollar Research Funds Squandered On Travel and Leisure (Epoch Times via ZeroHedge) by
Russia Proposes New Standard To Compete With RIGGED London Bullion Market Association (LBMA) (Capitalist Exploits via Zero Hedge) by
Fifty Million Empty Flats Threaten to Plunge China’s Troubled Property Market Further Into Crisis, Warns Think Tank (SCMP) by
China Unexpectedly Cuts Rates As Terrible Econ Data Confirms “Alarming” Slowdown, Yields Plunge (Zero Hedge) by
Alibaba Added to Watch List of Chinese Firms Facing Expulsion From US Exchanges, Days After Primary Listing Bid in Hong Kong (SCMP) by
Confiscation Next: China May Seize Undeveloped Land From Distressed Real Estate Companies (Zero Hedge) by
“We Decided To Stop Paying:” China’s Mortgage Payment Boycott Spreads As Property Suppliers Refuse To Pay Their Bills (Zero Hedge) by
VanEck Vietnam ETF (VNM): Flawed But Still an Easy Way to Cash in on Vietnam’s Frontier to Emerging Market Upgrade (EMS Substack) by
China On Verge Of Violent Debt Jubilee As “Disgruntled” Homebuyers Refuse To Pay Their Mortgages (Zero Hedge) by
India’s Largest Cement Maker “Circumventing The Dollar” In Russian-Coal-For-Yuan Deal (Zero Hedge) by
China’s Property Troubles Have Pushed One Debt Indicator Above Levels Seen in the Financial Crisis (CNBC) by
Are Big Tech Stocks Following in the Footsteps of Their Chinese Counterparts? Part Deux (The Felder Report) by
There Will be a Wave of Emerging-Market Defaults, Says the Investor Who Seized One of Argentina’s Ships (MarketWatch) by
40,000 Factories At Risk Of Closing In Pakistan’s Commercial Capital Amid Fuel Crisis (Zero Hedge) by
Importance of the Russian and Chinese Economies Has Been Grossly Underestimated – FX & PPP (@RnaudBertrand) by
Food Riots In Sri Lanka Turn Deadly As Protesters Beat Up Police, Burn Down Politicians’ Houses (Zero Hedge) by
Thoughts for Investors: Bongbong Marcos Wins the 2022 Philippines Elections in a Landslide (EMS Substack) by
Middle Eastern Resilience: Improving Economic Activity and Defensive Characteristics (Franklin Templeton) by