Foreign phone sales plunge 47% in China, Tencent + CATL on the USA govt's naughty list, WAPO fake news, South Korean investors pile into US stocks, EM stock picks & the week ahead for emerging markets
China stimulus fatigue, easing Asia-Pacific fundraising challenges, bonfire of the incumbent politicians, frontier market bonds, opportunities in Indian stocks, December + Q4 fund updates, etc.
KEPCO, Daesang Corp, E-Mart, Hyundai Motor, Kia Corp, SK Telecom, Woori Financial, LG Electronics, Lotte Shopping, KT Corporation, Doosan Bobcat, Doosan Enerbility, Doosan Robotic, KB Financial, etc.
This post compliments our EM Fund Stock Picks & Country Commentaries posts (emailed weekly) & all contains stock names/tickers until there is a fund update + fund research for the last 2+ months.