EM Fund Stock Picks & Country Commentaries (August 23, 2026)

As of late August, we have some July fund updates (our continuously updated post containing all funds is here) but most of this post gets caught up on new emerging market research as of late summer starting with a non-EM piece:

• 🔬🌍 Back on the radar- The case for European equities (JP Morgan) – European equities are firmly back on investors’ radar screens. Since the beginning of 2025 to March 2026, European equity funds received over €74 billion in net inflows, which is the strongest demand we’ve seen in a decade. Jump to

🗄️ 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.

• 🗄️🎬 Asian Frontier Markets Update 13th August 2026 (Asia Frontier Capital) 1:14:11 Minutes

• 🔬🌏🚩 Why some of Asia’s best opportunities are being overlooked (Fidelity) – The AI driven rally has reshaped Asian equity markets, widening valuation gaps across the region. Nitin Bajaj, Portfolio Manager of Fidelity Asian Values Plc (LON: FAS), explains why he remains committed to a disciplined value approach and where he continues to find compelling long-term opportunities.

• 🎙️🌏 Gabriel Sacks on A Different Perspective podcast (Zeus Capital) 37:38 Minutes

  • Gabriel Sacks joins Nick Searle on the A Different Perspective podcast 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 outlook for emerging markets, the investment approach of Abrdn Asia Focus PLC (LON: AAS), and the long-term growth opportunities he sees in markets such as China, India and Vietnam. He also discusses the importance of identifying high-quality, under-researched businesses with sustainable competitive advantages.

• 🎥🌏 Inside Henderson Far East Income: generating income from growth opportunities (Interactive Investor) 17:43 Minutes – Sat Duhra recently sat down with interactive investor to discuss how Henderson Far East Income Limited (LON: HFEL) combines high-yielding companies with exposure to some of Asia’s long-term growth themes. In this interview, he explains the trust’s option-writing strategy, highlights where he is finding income opportunities across the region, and shares why a broader approach to Asian investing remains important.

• 🎥🌏 Inside Henderson Far East Income: balancing income and growth in Asian markets (Interactive Investor) 15:07 Minutes – In the second part of a recent interview with interactive investor, Sat Duhra discusses how he is positioning the portfolio to capture long-term growth opportunities while maintaining a focus on income. He shares his views on investment opportunities across Asia, portfolio positioning, and some of the structural trends shaping the region’s future.