DeepSeek/AI/tariff research pieces, resurgence of the South African consumer, frontier market boom, Mexico trip report, Sonatel Senegal, Myanmar note, 2024 fund annual or semi-annual reports, etc.

  By NB  Mar 10, 2025

Mixue IPO pops, Luckin consolidates its lead in China’s coffee wars, Trip.com earnings, Melco/Galaxy study Thai market, Singapore 60 budget, EM stock picks and the week ahead for emerging markets.

  By NB  Mar 4, 2025

Brazil Stocks' Brazil Value Talks, another EM fund goes ex-China, Hong Kong trip, Indian telecoms, Israel stocks, Tunisia, gold + commodities surge, more Deepseek/AI/tariff pieces, etc.

  By NB  Mar 3, 2025

This post compliments our EM Fund Stock Picks & Country Commentaries posts (emailed weekly) & contains the Various Emerging Market Focused Funds and Various Frontier Market Focused Funds sections.

  By NB  Feb 25, 2025