NB Stock News

EM Fund Stock Picks & Country Commentaries (April 20, 2025)

So many tariff takes, US universities/Asian pension funds in the looming private equity crisis, mood shift in commodity markets, rotation opportunities, March/Q4 fund updates/webinars, etc.

logo.png  By NB  Apr 21, 2025

EM Fund Stock Picks & Country Commentaries (April 13, 2025)

Everyone has a tariff opinion, what’s wrong w/ Chinese corporate profits, passive investing risks, MENA's new face, SE Asia opportunities, commodities advance, March/Q1 fund updates, etc.

logo.png  By NB  Apr 14, 2025

Tariffs + Dodla Dairy, Sun Pharmaceutical, Bharat Dynamics, Landmark Cars, Nestlé India, Bharat Electronics, Ami Organics, MapMyIndia, Cummins India, Tata Consultancy, Bikaji Foods, Zomato, etc.

logo.png  By NB  Apr 13, 2025

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