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...
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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...
Emerging Market Links + The Week Ahead (April 20, 2026)
Emerging markets pioneer investor Mark Mobius died last week leading to a variety of tributes from various media sources: Veteran...
Emerging Market Links + The Week Ahead (April 13, 2026)
The Middle East conflict is now entering the stage where we have a blockade of a blockade: Edward Dowd@DowdEdwardI can’t...
Emerging Market Links + The Week Ahead (April 6, 2026)
The Asset has noted a report about how investors are rewiring portfolios amid energy shock (🗃️) with emerging markets playing...
Emerging Market Links + The Week Ahead (March 30, 2026)
I need to have my home Internet changed over from copper to fiber (which my building apparently has) hopefully this...
Emerging Market Links + The Week Ahead (March 23, 2026)
This normally on Monday post took a bit longer given the length of material to include (e.g. earnings presentations posted...
