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logo dark logo light logo
  • Who we are ?
    • Our expertise
    • Biographies
    • Our tools
  • What we do ?
    • Our approach
    • Why Emerging Markets?
    • Our investment philosophy
      • Quality
      • Earnings growth
      • Dividends and FCF
      • Valuation
      • Portfolio construction
      • Respect
  • The Fund
    • Stabiho Emerging Markets
      • Stabiho EM Classe S
      • Stabiho EM Classe P
      • Stabiho EM Classe Z
    • Documentation
    • NAV
  • Media
    • The podcast
    • Our publications
    • Videos
  • Contact
  • FR
mobile-logo
  • Who we are ?
    • Our expertise
    • Biographies
    • Our tools
  • What we do ?
    • Our approach
    • Why Emerging Markets?
    • Our investment philosophy
      • Quality
      • Earnings growth
      • Dividends and FCF
      • Valuation
      • Portfolio construction
      • Respect
  • The Fund
    • Stabiho Emerging Markets
      • Stabiho EM Classe S
      • Stabiho EM Classe P
      • Stabiho EM Classe Z
    • Documentation
    • NAV
  • Media
    • The podcast
    • Our publications
    • Videos
  • Contact
  • FR
 

The podcast

Podcast March 24: fund's review and focus on oil services

 

Podcast April 2024: fund's review and overview of Peru

 

Podcast May 2024: Yuan depreciation or not?

 

Podcast September 24: what are our expections and views on the markets for the coming months?

 

Podcast November 2024: India vs. China!

 

Podcast December 2024: surprise surprise :)

 

Podcast January 2025: Is the Chinese market really attractive?

 

Podcast February 2025: what to think about the Indian market?

 

Podcast March 2025: focus on the results announcements of Singtel, CCU, Yum China! et Odontoprev

 

Podcast May 2025: are we on the verge of a "Pax Asiatica"?

 

Podcast June 2025: what happened to the « Asian Tigers »

 

Podcast septembre 2025: retour sur les principales annonces de résultats de l’été

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