Emerging Market Links + The Week Ahead (June 29, 2026)
The Asset has reported that the fairly well known CLSA brand is to be retired 🗃️: So, Citic will ditch...
The Asset has reported that the fairly well known CLSA brand is to be retired 🗃️: So, Citic will ditch...
One quick note: Last week, Caixin reported that Foreign Demand for Mainland Stocks Drives Record Stock Connect Volumes while at...
Again, I hope any investor readers have recovered from Space X IPO mania to remember that the investment universe goes...
As mentioned before, I am sourcing new stock research material for these posts covering emerging markets/international stocks covered by various...
This post (along with another one covering the first half of June that will also be sent out this weekend)...
I asked DeepSeek to do a quick summary of this normally lengthy post (in the past, it would hiccup when...
The Korean market or rather Korean retail investors have apparently sparked a frenzy with ZeroHedge naturally being the most breathless...
NOTE: This lengthy post gets caught up on numerous stock pieces/earnings presentations appearing on a few sites and a chunk...
I am back from a roughly 3 week holiday in Korea and this post clears out my inbox up until...
Note: I am on holiday in Korea (in Busan right now) - meaning this post that is usually at the...
I am traveling to Korea (Seoul/Jeonju/Busan, etc.) on frequent flyer miles (meaning long stopovers to and from in Taipei); but...
Emerging markets pioneer investor Mark Mobius died last week leading to a variety of tributes from various media sources: Veteran...
This post is an index for all Singapore stocks covered and tagged under our EM Stock Pick Tear Sheets (plus...
The Middle East conflict is now entering the stage where we have a blockade of a blockade: Edward Dowd@DowdEdwardI can’t...
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