
CGI's Jamison Keeps Her Boots on the Ground in Emerging Markets: EM Lens
Sentiment is improving across the emerging market investment landscape, yet it takes local expertise to manage risk and crystallize returns. Thea Jamison, Founder and Managing Director of Change Global Investment, joins Bloomberg Intelligence Chief Emerging Market Fixed Income Strategist Damian Sassower to break down the opportunities and risks facing emerging market equity practitioners across the globe. Jamison and Sassower touch on performance dispersion, market catalysts and idiosyncratic opportunities across a broad range of EM countries, from Greece and Poland to Nigeria and Vietnam.
Hashtags

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
an hour ago
- Yahoo
Bitcoin Price Falls. Why Crypto Volatility Is a Thing of the Past.
Looking at history, Bitcoin could do well for about another year, then see a down year in 2026, Cantor Fitzgerald analyst says. Sign in to access your portfolio
Yahoo
3 hours ago
- Yahoo
Why AI Stock AppLovin Slumped Today
A report from a short seller slammed the company. It took AppLovin to task for a series of supposed transgressions, including its ambitions to buy TikTok's onetime China assets. 10 stocks we like better than AppLovin › Very frequently, when a company's stock is targeted by a vociferous short seller, it can take a hit to its share price. That was the dynamic behind AppLovin's (NASDAQ: APP) 0.7% dip on Thursday after a notable "shortie" published a report that was highly critical of the company. That decline was a bit steeper than the 0.4% slide of the S&P 500 index that day. The short seller is a firm called Culper Research, and Thursday morning it laid out in a 30-page document its reasons for shorting AppLovin. These center around AppLovin's stated aim of owning the non-China operations of that country's runaway social media success, TikTok. Culper finds that problematic, not least due to what it considers to be significant investment in AppLovin's equity by a Chinese national, Hao Tang. It also expressed dismay about what it considers to be the company's undisclosed partnerships with two companies in the Asian country. Ultimately, wrote Culper, "AppLovin's covert Chinese ownership and operations raise not only concerns for shareholders but for national security and data security -- the very concerns AppLovin purports to address by acquiring TikTok's ex-China operations." The short seller added that Hao "is a bad actor with extensive direct and indirect ties to Chinese espionage, [Chinese Communist Party] state-sponsored propaganda, human trafficking, and money laundering operations." The mild investor sell-off in the wake of Culper's report indicates that more than a few AppLovin shareholders aren't fully buying the firm's arguments. That said, the short seller does raise what might be valid concerns; AppLovin hasn't yet officially responded to the allegations, and it'll be worth watching to see if and when those apparent China connections come to light. Before you buy stock in AppLovin, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and AppLovin wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $657,871!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $875,479!* Now, it's worth noting Stock Advisor's total average return is 998% — a market-crushing outperformance compared to 174% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Eric Volkman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends AppLovin. The Motley Fool has a disclosure policy. Why AI Stock AppLovin Slumped Today was originally published by The Motley Fool Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
3 hours ago
- Yahoo
Transocean Ltd (RIG) Soars on New $100M Contract
We recently published a list of . In this article, we are going to take a look at where Transocean Ltd. (NYSE:RIG) stands against other top-performing companies on Tuesday. Transocean Ltd. grew its share prices by 7.32 percent on Tuesday to close at $3.08 apiece as investors cheered worth $100 million of backlogs after its client, Equinor ASA, exercised the option to extend its drilling operations at the Spitsbergen rig in Norway. In a statement, Transocean Ltd. (NYSE:RIG) said Equinor exercised a two-well option for the Transocean Spitsbergen in Norway. The program is expected to kick off in the first quarter of the year in direct continuation of the rig's current program. The additional work followed their original there-well program on the Norwegian Continental Shelf (NCS), which was procured in 2024. The Transocean Spitsbergen was built in 2010 as a sixth-generation dual-derrick winterized semi-submersible rig, which is capable of drilling high-pressure and high-temperature formations. An aerial view of an oil rig with drillers in hard hats working on the platform. In the first quarter of the year, Transocean Ltd. (NYSE:RIG) swung to a net loss of $79 million from a net income of $98 million in the same period a year earlier, despite contract drilling revenues improving by 18.7 percent to $906 million from $763 million year-on-year. Overall, RIG ranks 4th on our list of top-performing companies on Tuesday. While we acknowledge the potential of RIG as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.