EM Fund Stock Picks & Country Commentaries (November 8, 2026)

As of early November, a few remaining September/Q3 fund updates have become available (our continuously updated post containing all funds is here) with this post getting caught up on most of the past month’s new emerging market research (also mentioning plenty of stocks) starting with this interesting non-EM piece:

🗄️ 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.

• Aberdeen Investments has these pieces:

  • 🔬🌏🚩 Hidden growth opportunities across Asia: A Q&A with Gabriel Sacks (Aberdeen Investments) – Gabriel Sacks, Lead Manager of Abrdn Asia Focus PLC (LON: AAS), explores where he is finding hidden growth opportunities across Asia and the smaller companies benefiting from long-term structural trends.

  • 🔬🌏 Finding Hidden Gems In Asia, With Aberdeen Investment Trusts (Aberdeen Investments) – Asia’s biggest companies get most of the market’s attention. But the more interesting opportunities tend to sit where fewer investors are looking.

  • 🔬🌏 APAC real estate market outlook Q4 2026 (Aberdeen Investments) – Higher rates are reshaping APAC real estate. Where are the opportunities?

  • 🔬🌏🚩 Asian smaller companies and the age of “sustainable superabundance” (Aberdeen Investments) – Xin-Yao Ng, Manager of Abrdn Asia Focus PLC (LON: AAS), explores how investing across Asia’s smaller companies can offer exposure to a broader range of growth drivers and support sensible diversification.

    • 🇹🇼 Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM) 🇼 🏷️

    • 🇰🇷 🅿️ Samsung Electronics (KRX: 005930 / 005935 / LON: BC94 / FRA: SSUN / OTCMKTS: SSNLF) 🇼 🏷️

    • 🇰🇷 SK Hynix (KRX: 000660 / NASDAQ: SKHY) – 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. 🇼 🏷️

    • 🇺🇸 Tesla

• 📯🌏 Note that this press release has been emailed and published on various sites: Capital Alliance Holdings PLC (CAL) Signs Agreement to Acquire 51% Stake in Asia Frontier Capital – CAL and AFC intend to explore expanding AFC’s product offerings to include frontier fixed income and country-specific strategies, pending regulatory approval

  • Capital Alliance Holdings PLC (CAL), the parent company of CAL Bangladesh, has signed an agreement through its wholly owned Singapore-based subsidiary, CAL Global Pte. Ltd., to acquire a 51% stake in Hong Kong-based fund manager Asia Frontier Capital Ltd. (AFC).

  • The proposed transaction remains subject to regulatory approvals, including clearance from the Securities and Futures Commission of Hong Kong.

• 🗄️🎬 Asian Frontier Markets Update 5th November 2026 (Asia Frontier Capital) 1:15:28 Minutes