EM Fund Stock Picks & Country Commentaries (April 12, 2026)

As of mid April and post Easter, some March fund updates have started to become available (our continuously updated post containing all funds is here) along with some new research as we wait for Q1 updates to become available:

🔬🌏 Aberdeen Asia Focus: Kepler research note (Kepler Investments) – Read the latest comprehensive research note published by Kepler, providing an update on the Abrdn Asia Focus PLC (LON: AAS)‘s portfolio, gearing, performance, dividend, management and charges.
🔬🌏 Fixed income solutions for Asia-Pacific insurers (Robeco) – Asia Pacific insurers are entering a defining phase for portfolio construction. Regulatory frameworks across Japan, Hong Kong and Singapore are tightening, sustainability commitments are accelerating, and global credit conditions continue to shift. In this environment, insurers must navigate an increasingly complex set of constraints without compromising the stability that fixed income portfolios are expected to provide.
🎙️🇨🇳 Get ready for a LOT of driverless cars in China (Under the Banyan Tree by HSBC Global Research) 10:42 Minutes – Head of China Autos Research Yuqian Ding joins Fred and Herald to give her outlook on the explosive growth of autonomous driving in mainland China.