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EM Fund Stock Recommendations and Country Commentary (December 29, 2024)

As of year-end, we’ve added a few more November fund updates (which we’ll be updating on an ongoing basis). The post with all the funds is here .) And a new year-end study:

  • πŸ”¬πŸŒ GS SUSTAIN: Surging global power of AI/data centers: β€˜Green’ data center promotion and investment implications (Goldman Sachs)Goldman Sachs Research projects that global data center power demand will grow 165% by 2030 compared to 2023, and Big Tech is taking an all-in approach to sourcing power and pursuing low-carbon solutions. GS Research continues to assume that renewable energy will meet only 40% of data center electricity demand growth by 2030, but believes the share of nuclear power is likely to increase significantly in the 2030s.

  • πŸ”¬πŸŒ Polen Reads: Company-Wide Book Selection for 2024 (Capital of Poland)Our company read four books together this year to promote learning and new ideas.

  • state street Here’s a podcast with a transcript:

    • πŸŽ™οΈπŸŒ Best reads of 2024 (24:18 minutes) – At the end of each year, we recommend the best things we’ve read, heard and seen throughout the year.

    • πŸŽ™οΈπŸŒ Transaction outlook to 2025 (32:27 minutes) We recap the year just ending with a discussion of the macro market implications and a preview of what’s to come in 2025.

    • πŸŽ™οΈπŸŒ 15 Ideas for 2025: The Year Ahead Podcast (35:27 minutes) – As an annual tradition, we present our team’s forecasts for the top market opportunities for the year ahead.

  • πŸ“ˆπŸŒ abrdn Asia-Pacific Income Fund, Inc. (NYSEAMERICAN: fax)’S

    For our latest Quarterly Commentary (Market Review and Outlook), Quarter ends October 31, 2024. Covers bonds, currencies and credit and provides forecasts.

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