EM Currencies Under Fire, Buffet's TSMC Sale Spooks Investors, OPEC 2023 Forecast,. Ashmore's EM Troubles, Foxconn Diversifies to Vietnam
Buffett’s Berkshire Hathaway has also been dumping BYD - a Chinese auto and EV stock for some months now BUT I know some EM funds have been buying: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-february-14-2023
Apparently, we will need to wait for the investor letter next month for a possible explanation...
Buffett’s Berkshire Hathaway has also been dumping BYD - a Chinese auto and EV stock for some months now BUT I know some EM funds have been buying: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-february-14-2023
Apparently, we will need to wait for the investor letter next month for a possible explanation...