EM Fund Stock Picks & Country Commentaries (August 2, 2026)

As of the start of August, a number of June along with more Q2 updates (our continuously updated post containing all funds is here) have become available along with new emerging market research:

🗄️ 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; 📝 Transcript; 📰 Newspaper/magazine article; 📯 Press release; 💻 Substack/blog/website article; ✅ Our own posts; 🗃️ Linked archived article; ⏰ Upcoming webinar or event.

📈 Contributors; 📉 Detractors; 🏧 Transactions; 🚩Discusses/mentions stocks by name.

Disclaimer: We usually use Deepseek to summarize or extract stock names and assign performance emojis. Like all AI, Deepseek is not perfect and regularly adjusts their model which can lead to mistakes/misunderstandings/misinterpretations of the data its given. Your use of any content is entirely at your own risk and it is your sole responsibility to evaluate the accuracy, completeness and usefulness of the content.

• 🎙️🌏 Ruchir Desai, Co-Fund Manager of the AFC Asia Frontier Fund, Discusses with Steven Filby How Asian Frontier Markets are Adapting to the Ongoing Geopolitical Uncertainty in the Middle East (RTHK Money Talk) 9:08 Minute Mark (July 2026)

• 🎙️🌏 MoneyWeek Talks podcast with Gabriel Sacks (MoneyWeek) 46:27 Minutes (July 2026)

  • Gabriel Sacks [Abrdn Asia Focus PLC (LON: AAS)] joins MoneyWeek Talks to discuss the investment case for Asian smaller companies and the opportunities emerging across the region.

  • In the episode, Gabriel shares his views on the current market environment, the trust’s focus on identifying high-quality businesses with long-term growth potential, and the outlook for Asian economies. He also discusses key themes shaping the region, including technological innovation, the evolving AI opportunity and why Asian smaller companies remain an attractive area for long-term investors.

• 🔬🇨🇳 Postcard from Asia: Shenzhen – innovation is real, but expectations matter (Janus Henderson Investors) – Henderson Far East Income Limited (LON: HFEL)’s fund manager, Sat Duhra, shares insights from a recent visit to Shenzhen, where rapid technological progress is clear, but not always matching market expectations.

• 🔬🇨🇳 Look beyond frontier models for compelling opportunities across China’s AI ecosystem (Janus Henderson Investors) – Head of Greater China Equities Victoria Mio explores how China’s lower costs, infrastructure scale and manufacturing strength are creating AI opportunities beyond frontier models.

• 🎥🇨🇳 How China Fits in the Innovation Ecosystem (Matthews Asia) 4:18 Minutes – In this video, Portfolio Manager Tiffany Hsiao explains how an allocation to China innovation can complement existing global, emerging markets, and Asia portfolios. Tiffany discusses how an innovation-focused approach provides exposure to a differentiated segment of the market and how lesser-known companies can be a source of alpha generation.

• 🎥🇨🇳 How We Find Innovative Chinese Companies (Matthews Asia) 4:32 Minutes – In this video, Portfolio Manager Tiffany Hsiao discusses her research process behind identifying China’s most promising innovators. Tiffany explains how on-the-ground teams, alternative data analysis, and extensive engagement with both public and private companies help uncover emerging opportunities, validate investment insights, and gain a deeper understanding of evolving competitive landscapes.