EM Fund Stock Recommendations and Country Commentary (July 14, 2024)
As of early July, new research is starting to become available, along with new June fact sheets and quarterly updates or webinars.
as follows funds Or fund managers have new fact sheets, commentaries, research pieces, podcasts or webinars that might be of interest to Asian investors.
abrdn There is this short article: Supply Chain Diversification: Who Benefits in Asia? – Pandemics, rising trade tensions and wars are forcing companies to make their supply chains more resilient, creating numerous opportunities in Asia.
📈 AFC Asia Frontier Fund‘S June The newsletter (Detailed Economics and Portfolio) mentioned several stocks without mentioning their actual names. It said Blackrock had announced the closure. iShares Frontier and Select EM ETFs (AUM is approximately $400 million) In other words, there will be no pure frontier market ETF for investors.
📈🇻🇳 AFC Vietnam Fund‘S June The newsletter noted that while local retail investor participation in the Vietnamese market has grown significantly over the past four years, it is still relatively small compared to other regional markets such as South Korea, Taiwan and Thailand. Lumen Vietnam Fund blog: About 8% of the Vietnamese population has a securities trading account. – Domestic individual investors held more than 7.98 million securities trading accounts as of the end of June, which is equivalent to 8% of the entire Vietnamese population…) Vietnam’s largest electronics and mobile phone store chain Mobile World Group (hose: performance) And the Mercedes dealer Hang Xanh Motors Service JSC (hose: Hex) We also discussed in detail the Vietnamese insurance market.
📈🇮🇶 AFC Iraq Fund‘S June In the newsletter (Economy and Portfolio), we discussed in detail the increasing use of banking systems as a means of payment instead of cash. For example, the increasing number of bank accounts, bank cards, and electronic wallets is important for performing banking transactions through ATMs and POS.
📈🇺🇿 AFC Uzbekistan Fund‘S June In our newsletter we will tell you how Uzbekistan The Geographic Center of the New Multipolar Map It focuses on Russia, China, the Middle East, Turkey and Iran, and how China is benefiting from aggressive investment. The newsletter also includes Why Global Investors Were Blinded by the NVIDIA Stock Bubble I think that with the S&P 500’s breadth collapsing, we could eventually see a broad tech market downturn like 2000, which would have a positive impact on many frontier markets.
