EM Fund Stock Picks & Country Commentaries (June 21, 2026)
As of the later part of June, more May fund updates (our continuously updated post containing all funds is here)...
Picks
China & Hong Kong Stock Picks (April-May 2026)
As mentioned before, Ed Dowd (Founding Partner of global macro alternative investment firm Phinance Technologies) has been talking about this...
EM Fund Stock Picks & Country Commentaries (June 14, 2026)
This post is shorter than normal as I also send out another Emerging Market Stock Picks post (covering the first...
🌐 Emerging Market Stock Picks (First Half June 2026)
As mentioned before, I am sourcing new stock research material for these posts covering emerging markets/international stocks covered by various...
2027 NBA Championship Odds, Picks, and Sleepers
May 28, 2026; San Antonio, Texas, USA; San Antonio Spurs forward Victor Wembanyama (1) goes in for a shot against...
🌐 Emerging Market Stock Picks (April-May 2026)
This post (along with another one covering the first half of June that will also be sent out this weekend)...
EM Fund Stock Picks & Country Commentaries (June 7, 2026)
As of the start of June, this post mostly updates our not regularly updated EM Fund Stock Picks & Country...
🌏 Southeast Asia Stock Picks (April-May 2026)
As I get caught up on posts, this post covers 2 months of stock research from various sources on widely...
EM Fund Stock Picks & Country Commentaries (May 31, 2026)
I’ve updated the format of these posts and on web browsers, the following table of contents should appear when hovering...
EM Fund Stock Picks & Country Commentaries (May 24, 2026)
As of late May, a large number of April (plus some remaining Q1) fund updates have become available (our continuously...
EM Fund Stock Picks & Country Commentaries (May 10, 2026)
I have one more week left in Korea (leaving Busan tomorrow to go back to Seoul) and will probably skip...
EM Fund Stock Picks & Country Commentaries (May 3, 2026)
I am traveling or rather on holiday in Korea - so this post is only covering a large number of...
EM Fund Stock Picks & Country Commentaries (April 26, 2026)
I am leaving tomorrow for Korea (Seoul/Jeonju/Busan, etc.) on frequent flyer miles (meaning long stopovers to and from in Taipei)...
EM Fund Stock Picks & Country Commentaries (April 19 2026)
As of the mid-April, more March or Q1 updates have become available (our continuously updated post containing all funds is...
China & Hong Kong Stock Picks (March 2026)
Some quick notes about China before covering some Chinese equity research from last month:First, there has been another ongoing crackdown...
