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Emerging Value

Hundreds of paid subscribers

A complete coverage of Emerging Markets opportunities from Latam to Asia to Africa. Plus coverage of European hidden champions and compounders.

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Substack
PricingFreemiumPublishesTwice weekly
Issues274Founded5 years agoLast Issue4 days ago
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Latest Issues

The list of Chinese ADRs

For China, I don’t look at small caps ADRs. I favor investing directly in Hong Kong, or in Hong Kong stocks listed in Germany.

I don’t recommend VIE stocks listed in the USA.

However, there are a few exceptions: The companies that are too...

4 days ago

Portfolio changes!

After my last article on Argentina, I have been inspired to buy one name, as it compared favorably to a name I held.

After my last article on Argentina, I have been inspired to buy one name, as it compared favorably to a name I held.

5 days ago
6
Paid

The full List of Chilean ADRs

Here is the list of Chilean ADRs as of Sept 15, 2026

Financials & Banking

BCH | Banco de Chile

BSAC | Banco Santander Chile

Consumer Staples & Discretionary

CCU | Compañía Cervecerías Unidas (CCU)

AKO.A | Embotelladora Andina (Class A...

6 days ago
2

Best buys September 2026 - 1 - Hidden Champions of Europe

Hello and welcome to the new subscribers.

Hello and welcome to the new subscribers.

7 days ago
6
1
Paid

Full list of Brazilian ADRs

Here is the full list of Brazil ADRs, as of Sept 11, 2026

Financials & Banking

  • ITUB | Itaú Unibanco Holding

  • BBD | Banco Bradesco (Preferred)

  • BBDO | Banco Bradesco (Common)

  • BSBR | Banco Santander Brasil

  • NU | Nu H...

10 days ago
2

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  • Emerging Value

    Leading newsletter on Emerging markets value and growth investments at incredible valuations. Also covers a Hidden champions of Europe portfolio.

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