EM Fund Stock Recommendations and Country Commentary (May 5, 2024)
Most of the new research, international funding letters from past quarters and some interesting or must-listen podcast interviews will be available from early May.
📈 Platinum Asset Management There is this article discussing Ireland. Ryanair Holdings plc (NASDAQ: RYAAY)Denmark-based diabetes stocks new zealand pharmaceutical (CPH: zeal / at: 22Z /OTCMKTS: ZLDPF)Stock of Thailand based generic pharmaceutical brands and supplements Mega Life Science PCL (BKK: mega)and in Poland dino pole (WSE: DNP / at: 5Y2 /OTCMKTS: ventilation): Small stadium, world class players – Our portfolio managers scour the globe for quality investments, sometimes finding world-class companies in the world’s smaller economies. Here’s a look at some of the best.
Citation data One of the Vietnam funds listed in London noted the following: QD Perspective – Vietnam has big ambitions – In this situation, I thought now was the right time. A second look at a handful of London-listed funds This provides pure-play exposure to a market that has been, and is expected to continue to be, a high-growth market that is all part of the national specialty sector.
that much India Capital Growth Fund There was an article like this in the Sunday Times. Sunday Times: There are more than a billion reasons to invest in India. – In this article, Ian Cowie looks at India’s rapid economic growth under Modi, the upcoming elections, and recent modernization efforts, particularly the Aadhaar digital identification system. He also said “Small and medium-sized company specializing in India Capital Growth Fund (theory: IGC)Achieved 31% in the past year, 78% in 5 years, and 312% in 10 years.On the other hand more Blue chip or large company focus JPMorgan India Investment Trust plc (theory: JII) 19%, 27%, 151% delivered.”
abrdn There are interesting research materials and podcasts scattered across various websites. Here are some notable highlights from last month:
