NB Stock News

EM Fund Stock Picks & Country Commentaries (April 6, 2025)

AI bubble (Nvidia/CoreWeave/DeepSeek), all about Trump's tariffs (impact on Vietnam, etc), BYD’s EV dreams, rediscovering South African stocks, Asian/EM debt, fund updates/annual reports, etc.

logo.png  By NB  Apr 7, 2025

Myanmar/Thailand earthquake impacted stocks + Mitra Adiperkasa, Emperador, ComfortDelGro, IFAST, Home Product Center PCL, Central Pattana PCL, Remgro, Stadio, Curro, Wal-Mart de Mexico, ASUR, etc.

logo.png  By NB  Apr 5, 2025

EM Fund Stock Picks & Country Commentaries (March 30, 2025)

Local independent oil stocks, Taiwan trip report, L’Oréal, how will tariffs affect EM corporate bonds (e.g. Mexico) + small caps, navigating Trump 2.0, South America's election cycle, fund updates, etc.

logo.png  By NB  Mar 31, 2025

InBody, Samsung Life, SK Telecom, KT, Classys, Kakao, Hanwha Aerospace, KB Financial Group, NAVER, SM Entertainment, Korea Aerospace Industries, Korean Air, Cosmecca, Hyundai Motor, etc.

logo.png  By NB  Mar 29, 2025