EM Fund Stock Picks & Country Commentaries (September 20, 2026)

As of mid-September, this post mostly updates Q2 international funds covered on our EM Fund Stock Picks & Country Commentaries (Other International Funds) page (our continuously updated post containing all funds is here) which has numerous US/international rather than just EM stocks along with some 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.

• 🎬🌏⏰ Digital AI to physical AI enablers: Asia benefits (FTSE Russell) – Date: 23 September, Time: 4:00 PM HKT/SGT (8:00 AM UTC) – The shift from digital AI to physical AI enablers is placing Asia at the centre of the global AI investment landscape. This webinar will examine the broader physical AI supply chain and the ecosystem supporting AI deployment, highlighting the diverse roles played by leading technology markets across Asia. Belle Chang from FTSE Russell’s Global Investment Research team will share insights on:
  • The Physical AI enabler ecosystem in Asia
  • The five broad segments of physical AI enablers
  • Taiwan, Korea, Japan and China’s roles in the AI value chain

• 🔬🌍 Asia Real Estate: Leaning Into Structural Themes in a Higher-Rate World (KKR) – The Asia Pacific real estate cycle has decoupled from the West. Regional investment volumes reached a record USD 47.0 billion in Q1 2026¹ – the strongest first quarter on record – even as recoveries in the U.S. and Europe remain uneven.

• 🔬🇰🇷 Can South Korea Steal the Spotlight in Emerging Markets? (S&P Dow Jones Indices) – The performance of the stock market has fluctuated over the years, but one debate has remained constant: South Korea’s market classification. Whether South Korea is classified as a developed market or an emerging market can materially affect country weights in an index.

• 🎬📝🇮🇳 WEBINAR: India: The Uncorrelated Allocation (Ashmore) NO EMBEDED VIDEO / JUST THE TRANSCRIPT – Watch the replay of this insightful webinar where Rashi Talwar (Portfolio Manager for India Equity & CEO, Ashmore India), in conversation with Ben Underhill (Research Associate), discuss their views of the key themes in the Indian equity market and how Ashmore is positioning.