EM Fund Stock Recommendations and Country Commentary (May 12, 2024)

As we approach mid-May, we have several annual reports, international fund letters, more new research, and some great podcast interviews from value investors.

• Platinum Asset Management There is a short article like this Heineken NV (AMS: go / at: HNK1 /OTCMKTS: Hinkf / Haney) Companies that own breweries or have inventory for local operations in a variety of emerging markets around the world: Heineken: Part Refresh (1 minute 43 seconds) – Heineken’s new CEO is cutting costs and increasing productivity at the Dutch giant. But there Many other reasons to invest in the world’s second largest brewer – Platinum’s Andrew Baud explains.

• matthews asia I have a fragment like this:

  • 🇨🇳 This is a long post: Two Chinese Questions – In this issue of Sinology, Andy Rothman offers the following perspective: Two key questions:

    • China’s economy is doing quite well, so why are Chinese entrepreneurs and households so pessimistic, and what can turn this around?

    • Will political relations between the US and China remain tense after the US election, and how much will that affect the Chinese economy?

  • Here’s a shorter part: