GEM Weekly (31 Mar 2023): South Korea, China Macro; Baidu, PDD, Aramco, Alibaba, SK Hynix, JD.com

GEM Weekly (7 Apr 2023): Asian PMI, South Korea, Thailand, Philippines CPI; SK Hynix, NCSoft, Kakao

GEM Weekly (14 Apr 2023): Chinese Trade Data, South Korean Rates; Alibaba, Tencent, Prosus, Didi

Baidu: Undervalued Cyclical Revenue Growth Acceleration and Margin Expansion Story

GEM Weekly (3 Mar 2023): China PMI, India GDP; Naver, L&F Co, MediaTek, Foxconn

GEM Weekly (10 Mar 2023): China GDP, South Korea Inflation, Malaysia Interest Rates; Kakao Corp

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Global Emerging Market Equities, Propitious Research

Wium Malan, CFA

Global Emerging Market Equities

Independent, Fundamental Quantitative Research

Propitious Research

Fully independent, fundamental and quantitative equity research, focused on companies in the Telecommunication, Media, Technology, Internet and Healthcare sectors in the Global Emerging Markets. Idea generation focused on Quality stocks, trading below their intrinsic Value, with sound Corporate Governance.

Thematic (Sector/Industry)

Argentina It / Thematic (Sector/Industry)

<ul>
<li>The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.</li>
<li>
 Macro data points: Chinese industrial production, retail sales, and fixed asset investment.</li>
<li>
 Companies mentioned: <a href="https://www.smartkarma.com/entities/contemporary-amperex-techn-a" target="_blank" data-smartkarma-citation="entities:24404:1" rel="noopener">CATL (A) (300750 CH)</a>, <a href="https://www.smartkarma.com/entities/beijing-douyin-information-service-co-ltd-bytedance" target="_blank" data-smartkarma-citation="entities:27936:1" rel="noopener">ByteDance (1439927D CH)</a>, <a href="https://www.smartkarma.com/entities/samsung-electronics-co-ltd" target="_blank" data-smartkarma-citation="entities:191:1" rel="noopener">Samsung Electronics (005930 KS)</a>, <a href="https://www.smartkarma.com/entities/baidu-inc-a55ca720-5968-48f0-8194-ac94390d065c" target="_blank" data-smartkarma-citation="entities:32212:1" rel="noopener">Baidu (9888 HK)</a>
</li>
</ul>


The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.

 Macro data points: Chinese industrial production, retail sales, and fixed asset investment.

 Companies mentioned: CATL (A) (300750 CH), ByteDance (1439927D CH), Samsung Electronics (005930 KS), Baidu (9888 HK)



Contemporary Amperex Technology (CATL) (300750 CH)

GEM Weekly (17 Mar 2023): Chinese Macro Data; CATL, ByteDance, Samsung Electronics, Baidu