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:
