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Emerging Markets Daily

Emerging Markets Daily

by Afshin Molavi | Jan 17, 2021 | China Equities, Emerging Market Multinationals, Emerging Markets, NewPost

The EM 5 – The 5 Stories You Need to Read Today on Emerging Markets   1. Alibaba’s “Existential Crisis” (BABA) “This year could be the most consequential for Alibaba since it was founded two decades ago. China’s most famous tech...
China’s Bottled Water King Now Asia’s Richest Man

China’s Bottled Water King Now Asia’s Richest Man

by Afshin Molavi | Jan 7, 2021 | China Economy, China Equities, Emerging Market Multinationals, Emerging Markets, NewPost

From Shenzhen Daily “ZHONG SHANSHAN is a private billionaire who’s rarely quoted in the press. Now, after an improbable career spanning journalism, mushroom farming and health care, he’s become Asia’s richest person, eclipsing India’s Mukesh Ambani and a group...
Has the Alibaba Train Left the Station?

Has the Alibaba Train Left the Station?

by Afshin Molavi | Sep 2, 2020 | China Economy, China Equities, Emerging Market Multinationals, Emerging Markets, NewPost, Original Articles

Is it time to buy Alibaba? That’s the question posed by the popular investment newsletter, the Motley Fool, published in Yahoo Finance. The author of the piece, Anders Bylund, notes that the NYSE-listed Chinese e-commerce giant “is on a roll” and...
TikTok, Chinese apps banned in India

TikTok, Chinese apps banned in India

by Afshin Molavi | Jun 30, 2020 | China Equities, Geopolitics, India Economy, NewPost

As Chinese and Indian troops were clashing in the Himalayas on June 16 in a brutal brawl leading to the deaths of 20 Indian soldiers, hundreds of millions of people across India were enjoying or downloading Chinese-based apps like TikTok and WeChat. No longer. In...
US Asset Managers Set to Launch Mutual Fund Units in Shanghai

US Asset Managers Set to Launch Mutual Fund Units in Shanghai

by Afshin Molavi | Mar 23, 2020 | China Economy, China Equities, Coronavirus/Covid-19, Emerging Markets, NewPost, Original Articles, Shanghai

BlackRock, Fidelity International other major players signal interest in setting up majority-owned mutual fund units in Shanghai, Shenzhen Daily and news agencies report.   From April 1, US and global players will be allowed majority ownership in mutual fund and...
BMW Doubling Down on China Market

BMW Doubling Down on China Market

by Afshin Molavi | Mar 23, 2020 | China Economy, China Equities, Coronavirus/Covid-19, Emerging Market Multinationals, Emerging Markets, NewPost

Even amid the ongoing Covid-19 pandemic, German carmaker BMW sees enormous potential in the China market and has pledged to ramp up its production in the world’s largest auto market. This from China Daily BMW AG is considering scaling up its investment in China...
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Blog Roll

China-Africa Research Initiative (SAIS)

The China-Africa Project

SupChina

The Sinica Podcast

Barron’s Emerging Markets

PIMCO Blog – Emerging Markets

Bloomberg New Economy Forum Blog

HSBC News and Insights

beyondbrics – FT

Sinology by Andy Rothman, Matthews Asia

The Franklin Templeton Emerging Markets Blog

The World Bank Trade Blog

The PIIE China Economics Watch

Carnegie China Financial Markets – Michael Pettis

Marginal Revolution – Tyler Cowen and Alex Tabarrok

The Frontier Strategy Emerging Markets Blog

The IMF Blog

Wisdom Tree Emerging Markets Blog

Standard Chartered Insights

World Economic Forum – The Agenda

The Times of India Economy Blog

Quartz India

The Emerging Markets Investor Blog

Global Edge (Michigan State U. Business Blog)

The Signal (Eurasia Group blog)

The Caravan (Hoover Institution blog)

The China File (Asia Society)

Tea Leaf Nation (Foreign Policy blog on modern China)

China Power (The Diplomat)

Nikkei Asian Review’s Viewpoints

Asia Dialogue (University of Nottingham)

AB Context Emerging Markets

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