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Wium Malan, CFA

Wium Malan, CFA
Global Emerging Market Equities
Propitious Research

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Information Technology & Communication Services Equity Bottom-Up Thematic (Sector/Industry)
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22 Jul 2024 09:00

GEMWeekly (19 Jul 2024): China’s Third Plenum; India, Malaysia Macro; Kakao, Samsung Electronics

The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...

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15 Jul 2024 09:00

GEMWeekly (12 Jul 2024): Driverless Robotaxis in Shanghai; China Macro; Baidu, Samsung Electronics

The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...

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08 Jul 2024 09:00

GEMWeekly (5 Jul 2024): EU Tariffs on Chinese Online Goods; China Macro; Samsung, Reliance, PDD

The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...

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04 Jul 2024 15:14

Global Emerging Markets: Reporting Season Summary, 2Q2024

In this quarterly insight, we analyse recent GEM reporting trends by looking at Sales and EPS growth, size and percentage of positive surprises,...

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29 Jun 2024 19:51

GEMWeekly (28 Jun 2024): Sluggish Chinese Consumer, China Macro; Jd.com, Bharti Airtel, Tencent

The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...

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