EM Fund Stock Recommendations and Country Commentary (May 26, 2024)

As of late May and Memorial Day weekend, more fact sheets, research, and interesting podcasts (particularly those covering investor influence on the upcoming election) are available.

• AFC Asia Frontier Fund The administrator appeared on the following podcast:

• abrdn I believe eastern investors should look west (Europe) for real estate returns. APAC investors should look for real estate in the west. – Should Asia Pacific (APAC) investors look west to Europe for better risk-adjusted options instead of seeking higher returns in emerging markets (EM)?

• Janus Henderson Investor Here’s the interesting part:

  • 🚨📈 this work You mentioned several European small-cap stocks. Stocks that are outside the scope of this substack but worth watching: “Cheap is not enough” – Finding value in a silent market – If attractive valuations for small and medium-sized companies alone are not enough to attract investor attention in the current cycle, What else can small-cap stocks offer investors as a potential source of value?

  • This work mentioned AI is a strategic priority In Saudi Arabia and the UAE, Malaysia and Indonesia are attracting bids. data center Partly due to Singapore’s moratorium on new services: AI Revitalization: Geopolitical Implications from an Investment Perspective – Portfolio managers Richard Clode and Guy Barnard discuss how geopolitical factors will have a huge impact on technology and wealth, two sectors that will play a significant role in enabling AI.

• as follows Asia-focused fund We have a new fact sheet, commentary, study, podcast or webinar that might be of interest to Asian investors.