Emerging Markets for Non-Idiots

Craig Mellow
Ecstacy and Agony in the World's Most Interesting Markets
Created 05 Feb 2021
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  • CHINA'S GUERRILLA GOVERNMENT
    26 Sep 2021 • 2 min read • 1 0
    Policy making in democracies is interminable and infuriating. Leaders and parties bang on for years about their broad objectives. Usually nothing big happens. When it does, once a decade or so, it’s d...
  • Is Anybody NOT Investing Gazillions in More Microchips?
    16 Sep 2021 • 3 min read
    Two significant cards were laid down lately in the Great Game for the future of semiconductors, the commanding height of the 21st-century economy. You can’t make computers, smartphones, cars, or most ...
  • KOREA GOES HUGE FOR HYDROGEN. INVESTORS NOT SO MUCH
    11 Sep 2021 • 2 min read
    For an aging nation shlepping along at 2% growth for the past decade, South Korea retains a lot of fire in its belly. Its multi-tentacled chaebol are essential to one advanced industry of the present,...
  • Will Chinese Teenagers REALLY Game Three Hours a Week?
    07 Sep 2021 • 2 min read • 1 0
    As a father who survived the teenage years of two sons, I have a concise reaction to China’s order to cut minors’ video game time to three hours a week: Seriously? Sector researcher Niko Partners esti...
  • There are Stocks China is NOT Cracking Down On
    01 Aug 2021 • 3 min read • 1 0
    Four decades or so into its own capitalist history, the United States abolished its national bank and experienced the Panic of 1837, a speculative collapse that wiped out half the country’s commercial...
  • "Bad Boys" are the Life of China's AI Party
    14 Jul 2021 • 3 min read
    The 2021 World Artificial Intelligence Conference, which culminated last weekend in Shanghai, should have been a joyful reunion after Covid-19 forced the 2020 version online. It wasn’t exactly. Days e...
  • EM Tech is Just Fine, Outside China
    10 Jul 2021 • 3 min read • 1 0
    South Korea’s Naver (035420, Korea), Russia’s Yandex (YNDX) and Brazil’s Magazine Luisa (MGLU3. Brazil) don’t have much in common, except they are all emerging market tech stocks that rose this past w...
  • LAY-FLATTERS ARE NOT IN CHINA'S 100-YEAR PLAN
    27 Jun 2021 • 2 min read
    What’s Mandarin for “Take this job and shove it?” How about “Tune in. Turn on. Drop out?” China’s restless social media has lately thrown up an answer: “Tang ping.” This translates as “to lay flat,” a...
  • Modi's Rockefeller Takes a Tumble
    21 Jun 2021 • 3 min read • 1 0
    Think you had a tough week last week? Spare a thought for Gautam Adani. The multi-profile Indian magnate known as “Modi’s Rockefeller” lost $12 billion, on paper, in four days, according to Forbes. An...
  • BIDEN GIVES BYTEDANCE IPO THE GREEN LIGHT
    08 Jun 2021 • 3 min read
    If you ever think you fall short of your goals in life, you’re in good company. Last month a Chinese executive wrote to his employees: “I feel I did not achieve as much as I had hoped to on my previou...
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