Emerging Market Links + The Week Ahead (October 19, 2026)
Last week, the haze in Kuala Lumpur from Indonesia (that’s blanketing much of the region) seemed to be the worse...
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Emerging Market Links + The Week Ahead (October 12, 2026)
Asian Century Stocks recently did a report on elevator stocks that’s worth noting: 💻 Toll roads in the sky (Asian...
Emerging Market Links + The Week Ahead (October 5, 2026)
Brazil is increasingly back on investor radars with the Latin America Risk Report (Brazil Election Notes - 5 October 2026)...
Emerging Market Links + The Week Ahead (September 28-October 2, 2026)
A recent Bamboo Works podcast covered how the Philippines’ Jollibee Foods (PSE: JFC / OTCMKTS: JBFCF / JBFCY) is planning...
Emerging Market Links + The Week Ahead (September 21, 2026)
Interesting rumors about Air Asia that could have a big impact on SE Asia travel and economy:I have not flown...
Emerging Market Links + The Week Ahead (September 14, 2026)
A couple of weeks ago, Michael Fritzell’s Asian Century Stocks had this piece based on Marc Faber’s emerging market cycles:...
Emerging Market Links + The Week Ahead (September 7-11, 2026)
When I was growing up in the 1980-90s in a blue collar/middle to upper middle class farming community, Nike was...
Emerging Market Links + The Week Ahead (Aug 31-Sept 4, 2026)
There is an old market saying: “Sell in May and go away, come back on St. Leger’s Day ” or...
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 (August 24-28, 2026)
Once again, this delayed (I am painting a barn and still have some pruning to do before going back to...
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 (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...
Emerging Market Links + The Week Ahead (August 17-21, 2026)
Undervalued Shares has an interesting piece worth reading by emerging market investors entitled: Geopolitics in investing – valuable edge or...
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...
