EM Fund Stock Recommendations and Country Commentary (February 1, 2026)

As of the end of January, many December/4th quarter fund updates are being made. The post with all the funds is here .) and new studies starting with some non-EM parts are possible.

• 🎙️🌏 Aberdeen Asia Focus – John Baron Portfolio Podcast (Aberdeen Investment) 32:26 min – Gabriel Sacks shares insights on: Abrdn Asia Focus PLC (theory: AAS) John Baron’s Investment Approach to the Portfolio Podcast.

• 🔬🌏🚩 Taking the right action in the AI ​​era (Aberdeen Investment) – AI is reshaping the global market. It is here that overlooked innovators in Asia are creating extraordinary opportunities.

  • 🇺🇸 IBM

  • 🇨🇳 Hesai Group (NASDAQ: HSAI) – LiDAR products for autonomous driving, robots, etc. 3D Light Detection and Ranging (LiDAR) solution. 🏷️

  • 🇨🇳 Precision Tsugami China Corporation Co., Ltd. (Hong Kong: 1651) – CNC high-precision machines (precision automatic lathes, turret machines, machining centers, grinding machines, screw/rolling machines, etc.).

  • 🇹🇼 Taiwan United Technology Corporation (TPEX: 6274) – We provide high value-added materials and advanced mass lamination services for the global electronics industry.

  • 🇹🇼 Acton Technology (TPE: 2345) – An open hardware platform for data centers, carrier access, campus, SD-WAN networks, and IoT. 🇼 🏷️

  • 🇺🇸 Avepoint Co., Ltd. (NASDAQ: AVPT) – Data security. 🇼

  • 🇺🇸 nvidia

• 🗄️🌏 December Monthly Fact Sheet (Detailed Economic and Portfolio) for Abrdn Asia Focus PLC (theory: AAS)High conviction Asian small cap portfolios discussed or mentioned:

• 🗄️🎬 Asia Frontier Market Update January 22, 2026 (Asia Frontier Capital) 1:18:25 minutes