EM Fund Stock Recommendations and Country Commentary (June 30, 2024)

As of late June, there are more May fact sheets, new research, and some interesting fund webinars or podcasts available.

• based in sweden eastern capital Here’s an interesting article about them Know Your Owner (KYO) An approach that points out that cooperation and cooperation are fostered when the largest shareholder does not own more than 25-30% of the company: Key Success Factors for Emerging Market Investors: The KYO Approach – As in developed markets, investors looking for promising stock investments in emerging economies typically begin their search by looking at companies’ profit and loss (P&L) and other financial documents. In our experience, this is the wrong place to start. In fact, it all starts with the owner.

• Robeco Here’s this piece: 5 key insights about emerging market stocks – Emerging markets have always been considered the West (or East) of equity investing. In this article, two veteran Robeco portfolio managers share their take. Five lessons learned from investing in emerging markets over the past 30 years…

• as follows funds Or perhaps you have a new fact sheet, commentary, research piece, podcast or webinar that might be of interest to Asian investors.

  • Matthews Asia I have a piece like this:

    • 🎥 Emerging Markets: Q2 CIO Update (11:49 min) – Chief Investment Officer (CIO) Sean Taylor provides a second-quarter update on what’s driving emerging markets growth. Regional outlook for key countriesExplains the impact of the 2024 global election cycle and why country selection is a key risk management opportunity.

    • CIO Review and Outlook for Q2 2024 – Emerging markets’ performance has been sustained by technology and the help of technology. AI-related growth In Asia, the overall macro environment is favorable… china Although we are still challenged Identify opportunities in stocks that are improving earnings and margins, as well as companies that offer strong dividend yield support and share buybacks.… The U.S. presidential election is likely to bring geopolitical volatility to several emerging markets, and we believe country selection will be a key risk management tool as we seek opportunities.

    • 🇨🇳 Identifying recovery catalysts for China – There are many challenges in China rising driver Adjustments investors can make to potentially improve long-term investment returns… The industrial, digital platform, e-commerce and consumer discretionary industries have performed well and continue to grow.… geopolitical tensions, currency weakness and deflationary pressures remain important headwinds for investors to keep in mind.

  • Invesco There are several sections that contain several potentially useful slides, graphics, or tables:

  • 📈 Asia Dragon Trust Co., Ltd. (London: DGN) in May Fact Sheet (Detailed Economics and Portfolio – Also below) main document) was mentioned or discussed number of shares.