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...
Stock
Doomsday Make The Stock A Blockbuster?
India’s cinema business is starting to look healthier after a few difficult years. A better flow of Hindi, regional and...
EM Fund Stock Picks & Country Commentaries (August 9, 2026)
🏧🇹🇼 Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM) 🇼 🏷️ 📉🏧🇰🇷 Samsung Electronics (KRX: 005930 / 005935 / LON: BC94...
FedEx: The Stock Delivered, But The Best Package May Be Next (NYSE:FDX)
This article was written byFollowI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical...
$1 Million Direct Indexing: Single Stock Versus Sector Fund Strategies (NYSEARCA:SPY)
This article was written byFollowBrett Ashcroft-Green, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional and fee-only fiduciary. He is the owner...
EM Fund Stock Picks & Country Commentaries (August 23, 2026)
As of late August, we have some July fund updates (our continuously updated post containing all funds is here) but...
EM Fund Stock Picks & Country Commentaries (August 16, 2026)
ZeroHedge has mentioned a couple of good reports concerning the coming El Nino plus current conflicts that I can’t find...
Cement Stock Faces Margin Pressure; Can ₹6,000 Cr Capex and Volume Growth Drive Recovery?
Synopsis: Strong volume growth, improved pricing and ongoing capacity expansion supported revenue growth during the quarter, while higher fuel and...
🌐 Emerging Market Stock Picks (First Half July 2026)
We covered this among other Thailand related research (Thailand to invest US$1.99 billion in next-wave high-tech 🗃️ / Thailand’s stimulus...
EM Fund Stock Picks & Country Commentaries (July 19, 2026)
As of mid-July and the World Cup weekend (for a shorter than normal post), a few more fund updates (our...
Stock market, economy sectors to watch
An F/A-18F Super Hornet, attached to Strike Fighter Squadron (VFA) 41, prepares to launch from the flight deck of Nimitz-class...
Mahindra Group Stock Jumps 13% After Strong Q1 Results and Improving Asset Quality
Synopsis: Mahindra & Mahindra Financial Services reported a strong start to FY27 with broad-based growth across lending operations, higher profitability,...
The Bottom Fishing Club – Mattel Stock: Stronger Upside Than Street Expects (NASDAQ:MAT)
This article was written byFollowNationally ranked stock picker for 30+ years. Victory Formation and Bottom Fishing Club quant-sort pioneer.....Paul Franke...
Small-Cap EPC Stock Transforming into a Renewable Energy Platform with 25-Year Revenue Visibility
Synopsis: A diversified EPC player is turning a corner, moving from pure contract execution to owning renewable infrastructure outright. A...
Chemical Stock Quietly Diversifying into Animal Health and CDMO to Keep on Your Radar
Synopsis: A fine chemicals major built on pharmaceuticals and crop protection is now looking beyond both, betting on animal health,...
