Emerging Market Links + The Week Ahead (Week of August 10-14, 2026)
As mentioned earlier, this post beginning of the week post is a little late since I was in the middle...
Links
Emerging Market Links + The Week Ahead (August 3, 2026)
There’s plenty of negative news surrounding the Ukraine-Iran wars and uncertainty about AI bubble along with private credit, but a...
Emerging Market Links + The Week Ahead (July 27, 2026)
Despite the war in the Middle East, a recent survey finds that Asia-Pacific economic confidence rises in Q2 (🗃️)Confidence among...
Emerging Market Links + The Week Ahead (July 20, 2026)
Two interesting stories this week: The FT has reported that the USA is pressuring Brazil with tariffs to make usuary...
Emerging Market Links + The Week Ahead (July 13, 2026)
In case you are wondering whether we have reached peak AI-data center mania, this headline shows we must be getting...
Emerging Market Links + The Week Ahead (July 6, 2026)
The AI bubble is increasingly swallowing whole sectors and financial markets around the world as Caixin has reported that China’s...
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...
Emerging Market Links + The Week Ahead (June 22, 2026)
One quick note: Last week, Caixin reported that Foreign Demand for Mainland Stocks Drives Record Stock Connect Volumes while at...
Emerging Market Links + The Week Ahead (June 15, 2026)
Again, I hope any investor readers have recovered from Space X IPO mania to remember that the investment universe goes...
Emerging Market Links + The Week Ahead (June 8, 2026)
I asked DeepSeek to do a quick summary of this normally lengthy post (in the past, it would hiccup when...
Emerging Market Links + The Week Ahead (June 1, 2026)
The Korean market or rather Korean retail investors have apparently sparked a frenzy with ZeroHedge naturally being the most breathless...
Emerging Market Links + The Week Ahead (May 25, 2025)
NOTE: This lengthy post gets caught up on numerous stock pieces/earnings presentations appearing on a few sites and a chunk...
Emerging Market Links + The Week Ahead (Week of May 18-22, 2026)
I am back from a roughly 3 week holiday in Korea and this post clears out my inbox up until...
Emerging Market Links + The Week Ahead (Week of May 4-8, 2026)
Note: I am on holiday in Korea (in Busan right now) - meaning this post that is usually at the...
Emerging Market Links + The Week Ahead (April 27, 2026)
I am traveling to Korea (Seoul/Jeonju/Busan, etc.) on frequent flyer miles (meaning long stopovers to and from in Taipei); but...
