Emerging Market Investing News (EmergingMarketSkeptic.com)
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#Brazil #Latin_America
https://emergingmarketskeptic.substack.com/p/raia-drogasil-brazil-pharmacy-chain-room-to-grow
https://emergingmarketskeptic.substack.com/p/raia-drogasil-brazil-pharmacy-chain-room-to-grow
Substack
Raia Drogasil (BVMF: RADL3 / OTCMKTS: RADLY): Room to Grow in a Fragmented Industry
Raia Drogasil (BVMF: RADL3 / OTCMKTS: RADLY) is the largest pharmacy chain in Brazil where the market is heavily fragmented and where it has one of the 10 largest digital retail platforms.
Emerging Market Investing News (EmergingMarketSkeptic.com)
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Substack
EM Fund Stock Picks & Country Commentaries (February 25, 2024)
Small cap Asian value stocks at a significant discount to growth peers, South Korean insurance stocks, TSMC & Samsung earnings, Safaricom's Ethiopia troubles, Coca-Cola Femsa investment thesis, etc.
Emerging Market Investing News (EmergingMarketSkeptic.com)
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Emerging Market Skeptic
Emerging Market Links + The Week Ahead (February 26, 2024) - Emerging Market Skeptic
Hang Seng has always risen in the dragon years, Indonesia threatens nickel rivals, Argentina investors start to believe in Milei, EM stock picks and the week ahead for emerging markets.
Emerging Market Investing News (EmergingMarketSkeptic.com)
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#Asia #China #East_Asia #Hong_Kong
http://www.emergingmarketskeptic.com/cmbi-research-china-hong-kong-stock-picks-january-february-2024/
http://www.emergingmarketskeptic.com/cmbi-research-china-hong-kong-stock-picks-january-february-2024/
Emerging Market Skeptic
CMBI Research China & Hong Kong Stock Picks (January-February 2024) - Emerging Market Skeptic
Trip.com, Tongcheng Travel Holdings, Jiumaojiu, Stella International Holdings, Sinotruk Hong Kong, Horizon Construction Development, Prada SpA, Sirnaomics Ltd, Samsonite International, etc.
Emerging Market Investing News (EmergingMarketSkeptic.com)
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Emerging Market Skeptic
Emerging Market Links + The Week Ahead (March 4, 2024) - Emerging Market Skeptic
Quality matters b/c wooing investors requires trust, top science + tech hubs, finding opportunities in crisis, India’s broader stock market boom, EM stock picks & the week ahead for emerging markets.
Emerging Market Investing News (EmergingMarketSkeptic.com)
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Emerging Market Skeptic
Emerging Market Links + The Week Ahead (March 11, 2024) - Emerging Market Skeptic
Ramadan's start (and impact on business), "No one is number 2" in China, Korea reforms are 3-5 years behind Japan, Feedly-Inoreader RSS readers, EM stock picks and the week ahead for emerging markets.
Emerging Market Investing News (EmergingMarketSkeptic.com)
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Emerging Market Skeptic
Emerging Market Links + The Week Ahead (March 18, 2024) - Emerging Market Skeptic
Disillusioned Chinese EV owners, China's massive hidden local debt, lessons from Japan’s self-inflicted decline, bullish case for South Africa, EM stock picks and the week ahead for emerging markets.
Emerging Market Investing News (EmergingMarketSkeptic.com)
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#Asia #India #South_Asia
http://www.emergingmarketskeptic.com/moneycontrol-india-stock-of-the-day-february-2024/
http://www.emergingmarketskeptic.com/moneycontrol-india-stock-of-the-day-february-2024/
Emerging Market Skeptic
moneycontrol India Stock of the Day (February 2024) - Emerging Market Skeptic
Royal Orchid Hotels, ICICI Lombard Insurance, Cochin Shipyard, PG Electroplast, Gabriel India, Aarti Industries, Britannia Industries, Blue Star, Rategain Travel Technologies, etc.
Emerging Market Investing News (EmergingMarketSkeptic.com)
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#Asia #East_Asia #South_Korea
https://www.emergingmarketskeptic.com/mirae-asset-securities-korean-stock-picks-february-2024/
https://www.emergingmarketskeptic.com/mirae-asset-securities-korean-stock-picks-february-2024/
Emerging Market Skeptic
Mirae Asset Securities' Korean Stock Picks (February 2024) - Emerging Market Skeptic
Focus on tangible book value + Korean stocks such as Dentium, Hanwha Aerospace, KEPCO, InBody, Classys, SM Entertainment, Lotte Rental, Hankook Tire & Technology, Hyundai Rotem, Posco, etc.
Emerging Market Investing News (EmergingMarketSkeptic.com)
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Emerging Market Skeptic
Emerging Market Links + The Week Ahead (March 25, 2024) - Emerging Market Skeptic
Vietnam ousts 2nd President in 14 months, greying China challenges health care, Mexico's nearshoring advantages fade as costs rise, EM stock picks and the week ahead for emerging markets.