EM Fund Stock Picks & Country Commentaries (August 2, 2026)
As of the start of August, a number of June along with more Q2 updates (our continuously updated post containing...
As of the start of August, a number of June along with more Q2 updates (our continuously updated post containing...
As of late July, more June/Q2 fund updates (our continuously updated post containing all funds is here) along with new...
We covered this among other Thailand related research (Thailand to invest US$1.99 billion in next-wave high-tech šļø / Thailandās stimulus...
As of mid-July and the World Cup weekend (for a shorter than normal post), a few more fund updates (our...
As of mid July, some June/Q2 fund updates (our continuously updated post containing all funds is here) have become available...
In recent interviews, Martin Armstrong in the the alt-finance news space has talked about a new report by his firm...
On Saturday, Badan Warisan Malaysia (The Heritage of Malaysia Trust) had an interesting historical discussion worth noting by emerging and...
With a slew of new movies and TV shows lined up as well as several notable classics scheduled to drop...
Jul 3, 2026; Houston, Texas, USA; Tampa Bay Rays second baseman Ben Williamson (15) tags out Houston Astros right fielder...
As of the end of June, remaining May fund updates (our continuously updated post containing all funds is here) along...
I will do a separate Korea trip report covering stocks probably next week or in the coming weeks (see: Japan...
New York City Mayor Zohran Mamdani and key allies secured major wins in Tuesdayās congressional primaries, as they looked to...
As of the later part of June, more May fund updates (our continuously updated post containing all funds is here)...
As mentioned before, Ed Dowd (Founding Partner of global macro alternative investment firm Phinance Technologies) has been talking about this...
This post is shorter than normal as I also send out another Emerging Market Stock Picks post (covering the first...