China’s "asset famine" + gets serious about SOE profits, Africa & critical minerals, South African value priced like a distress sale, Nigeria trip report, LATAM rising, July fund updates, etc.
El Nino+Five Ws, China’s strategic petroleum reserve, EM ETFs not so passive, African stocks “priced for catastrophe,” Korea/Georgia/Argentina/Mongolia reports, June/July/Q2 fund updates, etc.
Some Q1 fund updates from our EM Fund Stock Picks & Country Commentaries (Emerging Market Funds) page...
Georgia/Shenzhen trip reports, finding innovative Chinese stocks, case for EM small caps, value investor’s guide to African stocks, hidden cost of stock market concentration, June/Q2 fund updates, etc