Qatar stands up to the EU's ESG demands, India is worse than you think, China GDP growth now lags Asia, Brazil’s fiscal shortfall/currency plunge, EM stock picks & the week ahead for emerging markets.
ASEAN stocks that benefit from a rising middle class, Saudi Arabia's transformation, India trip report, Central & Eastern Europe opportunities, more book selections + 2025 outlooks, etc.
Cafe De Coral, Chow Tai Fook Jewelry Group, PDD Holdings, Ke Holdings, Baidu, NIO Inc, Trip.com, Alibaba, Geely Automobile Holdings, JD.com, China Life Insurance, YUM China, Li Auto, Xiaomi, etc.
Chinese foreclosures pile up, Hong Kong IPO comeback + India tops Asian IPO rankings, Korean buybacks surge, Grab booking "scam," EM stock picks and the week ahead for emerging markets.