🌐 Emerging Market Stock Picks (January 2026)

Note that our Frontier & Emerging Market Stock Index now has 2,200+ tagged (🏷️ containing a link) stocks plus additional stocks not tagged for a total of 3,117+ stocks. Substack search still leaves much to be desired; but can be used to search for stocks within a Substack and on other Substacks e.g.:

Specific stocks covered in this post for January (with a focus on some countries or stocks that are hopefully more accessible to retail investors via Interactive Brokers or via a foreign listing – see our first posts – 🌐 Emerging Market Stock Picks (Mid-March 2025), 🌐 Emerging Market Stock Picks (Early April 2025), 🌐 Emerging Market Stock Picks (April 2025), 🌐 Emerging Market Stock Picks (May 2025), 🌐 Emerging Market Stock Picks (June 2025), 🌐 Emerging Market Stock Picks (July 2025), 🌐 Emerging Market Stock Picks (August 2025), 🌐 Emerging Market Stock Picks (September 2025), 🌐 Emerging Market Stock Picks (October 2025), 🌐 Emerging Market Stock Picks (November 2025) & 🌐 Emerging Market Stock Picks (December 2025)) plus further DeepSeek analysis of this post:

[Note: On desktop browsers, an autogenerated table of contents will appear on the left side linked to each stock. I will add those links below after publishing/emailing this post…]

• Asia

  • East Asia

  • SE Asia

    • 🇮🇩 Indonesia – Sarana Menara Nusantara, Bank Central Asia Tbk, Abadi Lestari Indonesia Tbk, Erajaya Swasembada Tbk, Bukit Uluwatu Villa Tbk, RMK Energy PT Tbk, Indokripto Koin Semesta, Eagle High Plantations, United Tractors Tbk PT, Bukit Asam Tbk PT, Sido Muncul (PT Industri Jamu dan Farmasi Sido Muncul Tbk) & Astra International

    • 🇲🇾 Malaysia – Goldman Sachs raises Malaysia to market weight, lifting KLCI upside to 1,880 & CNMC Goldmine Holdings Ltd

    • 🇵🇭 Philippines

    • 🇸🇬 Singapore – CSE Global, Nam Cheong Ltd, Genting Singapore, HRNetGroup, GuocoLand Limited, OUE Real Estate Investment Trust, United Overseas Bank & Oversea-Chinese Banking Corp (OCBC), Isoteam Ltd, Frasers Centrepoint Trust, ST Engineering, UOL Group Limited, Coliwoo Holdings, Suntec Real Estate Investment Trust, UltraGreen.ai Ltd, Seatrium Ltd, Raffles Medical Group, Info-Tech Systems, Centurion Accommodation REIT, Centurion Corp, CDL Hospitality Trusts, Frencken Group Ltd, CapitaLand Integrated Commercial Trust, UOB-Kay Hian Holdings Ltd, Marco Polo Marine Ltd, Tiong Woon Corporation Holding Ltd, Soilbuild Construction Group Ltd, Nordic Group Ltd, iFAST Corporation Limited, Singapore Telecommunications Ltd, Soon Hock Enterprise, Food Empire Holdings Ltd, ASL Marine Holdings Ltd, PC Partner Group Ltd, NTT DC REIT, Reclaims Global Ltd, PropNex, Elite UK REIT, Lum Chang Creations, Lendlease Global Commercial REIT, Keppel REIT & Singapore Broker’s Digest

    • 🇹🇭 Thailand – Airports of Thailand PCL, Thanachart Capital PCL, Gulf Development PCL, Supalai PCL, Berli Jucker PCL, Siam Cement PCL, Bangkok Chain Hospital PCL, Sansiri PCL, Ichitan Group PCL, Bangkok Dusit Medical Services PCL, SCG Packaging PCL, Thaifoods Group PCL, GFPT PCL, PTT Oil & Retail Business PCL, Tidlor Holdings PCL, Klinique Medical Clinic PCL, Com7 PCL, Plan B Media PCL, TMBThanachart Bank PCL, Kiatnakin Phatra Bank PCL, Thai Oil PCL, Kasikornbank PCL, SCB X PCL, Betagro PCL, Krung Thai Bank PCL, Land and Houses PCL, Home Product Center PCL, PTT Global Chemical PCL, Bangkok Bank PCL, Thai Beverage PCL, Charoen Pokphand Foods PCL, Dohome PCL, Siam Global House PCL, CP ALL PCL, Thai Union Group PCL, CP Axtra PCL, Krungthai Card PCL, Bumrungrad Hospital PCL, TISCO Financial Group PCL, Delta Electronics Thailand PCL, AP (Thailand) PCL, Aeon Thana Sinsap Thailand PCL, PTT Exploration & Production PCL & i-Tail Corporation PCL

  • South Asia

  • Middle East

• Africa

• Eastern Europe & Emerging Europe

  • 🇨🇿 Czech Republic – CSG Nv (Czechoslovak Group)

  • 🇭🇺 Hungary – PannErgy Nyrt

  • 🇵🇱 Poland – Warsaw Stock Exchange’s NewConnect Market Q4 Newsletter, Catalyst Market Overview – Corporate Bonds, Q4 2025, Digital Network SA, Shoper SA, Cloud Technologies SA, Noctiluca SA, Cyber_Folks SA, Mirbud SA, Newag SA, Ailleron SA, Skarbiec Holding SA, XTPL SA, Lubelski Wegiel Bogdanka SA, ASBISc Enterprises Plc, Izostal SA, Artifex Mundi SA, Atal SA, Fabrity SA, Action SA, Vercom SA, Auto Partner SA, MO-BRUK J Mokrzycki & Creepy Jar SA

• Latin America

Readers can decide whether these DeepSeek insights or summary about these stocks are accurate:

🤖 DeepSeek Analysis

1. High-Income & Value Plays (Attractive to Dividend and Value Investors)

2. Growth & Momentum Plays (Attractive to Growth and GARP Investors)

3. Deep Value / Turnaround Plays (Attractive to Contrarian Investors)

4. Defensive Compounders (Attractive to Long-Term Investors)

And as always, this post is provided for informational purposes only (and to make your life easier…). It does not constitute investment advice and/or a recommendation…

📈🗄️ Fund documents / updates; ⚠️ Disclosures or restricted access e.g. based on your location, investor status, etc.; 🇼 Wikipedia page; 🔬 Research analysis (including articles/blog posts from fund managers, etc.); 🎥 Video; 🎙️ Podcast; 🎬 Webinar; 📰 Newspaper/magazine article; 📯 Press release; 💻 Substack/blog/website article; ✅ Our own posts; 🗃️ Linked archived article; ⏰ Upcoming webinar or event.

Frontier & Emerging Market Stock Index

Note: For more China & Hong Kong stock picks or ideas, see our monthly China & Hong Kong Stock Picks posts…

Note: For more Korean stock picks or ideas, see our monthly Korean Stock Picks posts…

Note: I have note seen any good Twitter/Substack/blog accounts or (free) equity research providers with good coverage of Taiwanese stocks (at least not in English). Please contact me if you know of any…

Note: Various DBS sites (Insights Direct, DBS Treasures, etc.) have good coverage of SE Asia and some Chinese/Hong Kong stocks, but some sites are restricted by geography (need VPN) or are harder to search for new research pieces…

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