Emerging Value
Emerging ValueThe most complete coverage of Emerging Markets opportunities. Plus free access to my Developed markets compounders picks.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 231 | Subscribers | Read | emergingvalue.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Italy potential growth and recovery ideas
Hello, this week has been challenging on the markets and in the world stage with the war on Iran and Lebanon, with oil spiking and many challenges for the middle east.
Monthly portfolio update March 2026
For the year, the portfolio now back to 0% on March 3, thanks to Trump and the war as well as my ill timed Memory investment.
Insider buying at deep value companies
This week as I reviewed my companies, I could not help but notice some insider buying:
AI could crash markets and the economy
Is there a place to hide?
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Authors
The writers behind this newsletter.
Emerging value newsletter by Olivier. Help you navigate global markets. Deep Value contrarian plus growth and quality. 14 years experience in Europe, Emerging markets.
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