EM Fund Stock Picks & Country Commentaries (March 9, 2025)

As of early March, the fund update in February and only 2024 or 2024 or semi -annual reports was deleted (continuously updated. Here is a post that contains all the funds.)) With more AI or tariff research parts (I think it’s in the mind of many funds or investors):

• 🔬🌐🚩 AI -based autonomous driving: Global expansion and regulatory support (Robeco) – Autonomous driving provides improved safety and convenience and efficiency and productivity improvement for both consumers and companies. In addition, the cost of regulatory and falling technology is leading to smart mobility investment by opening the way of growth.

  • 🇮🇱 Mobileye Global (NASDAQ: mly) – ADA (Advanced Driver Assistance Systems) and autonomous driving technology.

  • 🇨🇳 Baidu (NASDAQ: start))

• There is a report card for Hobeco podcasts. You haven’t seen anything yet 29:37 minutes -AI has gained impressive stock market profits from the winner who shakes the investment world. Is the mayor starting beyond the obsession with a general suspect in AI race? The portfolio manager Jack NELE and Daniel Ernst discuss how they are dealing with these questions.

• 🔬🇪🇺 City Hall Chart: European Defense Expenditure Ramp (Janus Henderson) According to the Trump administration, a long teaching about the order after World War II has questioned. As a result, more and more European governments have announced plans to increase defense spending. Potential opportunities for investors looking for areas of defense companies in the area and to seek growth other than the United States

• 🎙 Nilam 07/03/2025-View in the Frontier Market (RTHK MONEY TALK) 6:59 minutes (February 2025) – Ruchir Desai, Joint Fund Manager AFC Asia Frontier Fund Reasons for discussion with James Ross Why South Asian and Central Asian Frontier Markets provide good diversification in a volatile market environment.

• 🎥🌏 Frontier boom you haven’t seen (I can’t find alpha) 57:40– Ruchir Desai, a joint investor manager in this episode AFC Asia Frontier FundShare your insight into investing in a natural market, such as Sri Lanka, Pakistan and Central Asia. Desai explains why this economy is at the point of transformation, from demographic growth to supply chain shift and financial innovation. We explore how macroscopic risks are managed, why digital banking and fintech thrive, and how investors can take advantage of one generation opportunity.

  • (00:00) -Taser

  • (00:33) -Ruchir Desai & AFC Asia Frontier Fund

  • (02:05) -Why is the frontier market is low, but profitability is good

  • (05:10) -This market macro and political danger search

  • (09:20) -Pron tier market and global macro economy cycle

  • (12:40) -Burdy research in the secret market

  • (16:05) -Pexistan, Bangladesh and Vietnam’s demographic statistics and consumption growth

  • (20:32) -Sri Lanka’s Resurrection: Tourism, Trade and India Leverage

  • (26:10) -How to flour about Central Asia during global shifts

  • (30:25) -Ge Georgia’s Black Sea Trade and Kazakhstan’s Fintech Boom

  • (36:15) -If the digital banking and super apps in Central Asia

  • (41:05) -Investment Strategy: Large Cap vs. Small cap

  • (45:18) -The reason why the Frontier market provides many years of growth opportunities

  • (50:12) -Thet learned for 12 years in Frontier Investment

  • (54:30) -The thought to close