EM Fund Stock Picks & Country Commentaries (August 9, 2026)
🏧🇹🇼 Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM) 🇼 🏷️
📉🏧🇰🇷 Samsung Electronics (KRX: 005930 / 005935 / LON: BC94 / FRA: SSUN / OTCMKTS: SSNLF) 🇼 🏷️
🏧🇰🇷 SK Hynix (KRX: 000660) – Manufactures, distributes & sells semiconductor products in Korea, China, Asia, USA & Europe. DRAM, NAND storage products, SSD, MCP & CMOS image sensors for server, networking, mobile, PC, consumer & auto applications. 🇼 🏷️
📈🏧🌐 Delivery Hero (ETR: DHER / FRA: DHER / OTCMKTS: DLVHF) – Global online food delivery platform. Owns Talabat Holding PLC (DFM: TALABAT). 🇼
📈🇳🇱 ASML Holding NV (NASDAQ: ASML) 🇼
📈🇮🇳 Makemytrip (NASDAQ: MMYT) – Online travel services. 🇼
🇨🇳 Xiaomi (HKG: 1810 / FRA: 3CP / OTCMKTS: XIACF) 🇰🇾 – Electronics and smartphone maker. 🇼 🏷️
🇧🇷🏛️ Petrobras (NYSE: PBR / PBR-A / BCBA: PBR / PETR4) or Petróleo Brasileiro SA – Explores, produces & sells oil & gas. 🇼
🇨🇳 PDD Holdings (NASDAQ: PDD) or Pinduoduo – Pinduoduo & Temu eCommerce marketplaces. 🇼 🏷️
📉🇧🇷 Prio SA (BVMF: PRIO3) or Petro Rio – Largest independent oil & gas production company in Brazil.
📉🏧🇧🇷 Nu Holdings (NYSE: NU) – Digital banking platform / fintech. 🇼
📉🇭🇰 AIA Group (HKG: 1299 / FRA: 7A2 / OTCMKTS: AAIGF) 🇭🇰 – Largest publicly listed life insurance group in Asia-Pacific – operating in 18 markets. 🇼 🏷️
📉🏧🌎 MercadoLibre (NASDAQ: MELI) 🇼 🏷️
📉🇰🇷 Coupang, Inc. (NYSE: CPNG) 🇺🇸 – eCommerce platform + Coupang Eats, Coupang Play, international & fintech initiatives. 🇼 🏷️
📉🇨🇳 JD.com (NASDAQ: JD / SGX: HJDD) – Supply chain-based technology & service provider. One of the 3 largest eCommerce platforms in China. 🇼 🏷️
🏧🇮🇳 Mahindra & Mahindra Ltd (NSE: M&M / BOM: 500520 / FRA: MOM / OTCMKTS: MAHMF) – Automotive, farm equipment, financial services, real estate, hospitality & others segments. 🇼 🏷️
🏧🇮🇳 Bajaj Finance Limited (NSE: BAJFINANCE / BOM: 500034) – Deposit-taking non-banking financial company. Subs. of Bajaj Group. 🇼
🏧🇮🇳 HDFC Bank (NYSE: HDB) or Housing Development Finance Corp – One of India’s leading private banks. Nationwide distribution network. 🇼 🏷️
🏧🇮🇳 ICICI Bank (NYSE: IBN) – MNC bank & financial services. Wide range of banking & financial services for corporate & retail customers. 🇼 🏷️
🏧🇰🇷 Kia Corp (KRX: 000270 / OTCMKTS: KIMTF) – Manufactures & sells vehicles in South Korea, North America & Europe. 🇼 🏷️
🏧🇨🇳 YUM China (NYSE: YUMC) 🇺🇸 – China’s largest restaurant company. Exclusive right to operate & sub-license KFC, Pizza Hut & Taco Bell + owns Little Sheep & Huang Ji Huangt. Partnered with Lavazza. 🇼 🏷️
🏧🇨🇳 H World Group (NASDAQ: HTHT) – Leased & owned or franchised hotel models. Chairman was a co-founder of Trip.com (NASDAQ: TCOM). 🇼 🏷️
🏧🇹🇼 🇨🇳 Asia Vital Components Co Ltd (TPE: 3017 / OTCMKTS: AVMPF) – Thermal solutions & casing systems. 🇼 🏷️
🏧🇨🇳 Tencent (HKG: 0700 / LON: 0LEA / FRA: NNND / SGX: HTCD / OTCMKTS: TCEHY) 🇰🇾 🇼 🏷️
🏧🌏 Grab Holdings Limited (NASDAQ: GRAB) – Superapp in SE Asia for mobility, deliveries, & digital financial services to millions of Southeast Asians. 🇼 🏷️
🏧🇨🇳 Baidu (NASDAQ: BIDU) 🇰🇾 – Internet-related services, products & AI. Chinese search engine, Baidu Maps, etc. 🇼 🏷️
🏧🇲🇴 🇵🇭 🇨🇾 Melco Resorts & Entertainment Ltd (NASDAQ: MLCO) – Management & development of casino gaming & entertainment resort facilities. 🇼
