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...
I asked DeepSeek to do a quick summary of this normally lengthy post (in the past, it would hiccup when...
Synopsis: Market leader stocks are trading at a lower price than their industry average P/E despite strong business strength and...
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...
Investors who lost money on Black Monday in October 1987 would have never imagined the strong Bull Run that engulfed...
Synopsis: Smart meter market is set for strong growth, driven by smart grid expansion and energy efficiency demand. Key Indian...
Note: I am on holiday in Korea (in Busan right now) - meaning this post that is usually at the...
Jun 16, 2022; New York, New York, USA; A detail view of The FIFA World Cup Trophy sits on a...
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...
After having been in the investing world for more than 25 years from private banking and investment management to private...
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...
Synopsis: India’s $2.5B data centre cooling market is booming, driven by AI workloads and hyperscale expansion, benefiting companies like Aeroflex...