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19.02.26 - 08:01
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Monthly Update – January 2026 (Cision)
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19 February 2026
Ashoka WhiteOak Emerging Markets Trust plc
(the 'Company')
Monthly Update – January 2026
The Company's monthly factsheet as at 31 January 2026 is now available: https://awemtrust.com/factsheet/
The Fund was up 5.85% in January 2026, underperforming the benchmark by 0.85%. The key contributors include Samsung Electronics (+31.3%), TSMC (+12.1%), and SK Hynix (+37.0%), whereas OneSource Specialty (-37.3%), Naspers (-9.1%), and Vivara Participacoes (-13.0%) were the key detractors.
Market Review
In January 2026, the MSCI EM...
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29.01.26 - 08:54
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Fed Holds Rates; Saudi Arabia′s Giga Spending | Horizons Middle East & Africa 1/29/2026 (Bloomberg)
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The Fed holds rates, with chair Jerome Powell pointing to an improving US outlook as the labor market steadies. Also on the show: a massive day of tech earnings, from Meta and Microsoft in the US to Samsung and SK Hynix in Asia; gold, copper and silver hit all-time highs on a weaker dollar and rising geopolitical tensions; Saudi Arabia is ordering sweeping changes across its most ambitious projects; African central banks are kicking off a busy month of interest-rate decisions. Guests include: Parisha Saimbi, BNP Paribas, EM Asia FXLM Strategist; Monica Malik, Abu Dhabi Commercial Bank, Chief Economist. (Source: Bloomberg)...
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27.01.26 - 08:00
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Monthly Update – December 2025 (Cision)
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27 January 2026
Ashoka WhiteOak Emerging Markets Trust plc
(the 'Company')
Monthly Update – December 2025
The Company's monthly factsheet as at 31 December 2025 is now available: https://awemtrust.com/factsheet/
The Fund was up 23.32% in CY 2025, underperforming the benchmark by 1.05%. The key contributors include SK Hynix (+259.9%), Delta Electronics (+121.2%), and Naspers (+41.0%), whereas IGI (-45.6%), PT Central Bank (-22.1%), and E Ink Holdings (-27.9%) were the key detractors.
Market Review
In CY 2025, the MSCI EM index was up 24.37%....
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16.01.26 - 16:57
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US Outraged Iranian Warships Are Docked At Cape Town: South Africa ′Cozying Up′ To Tehran (ZeroHedge)
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US Outraged Iranian Warships Are Docked At Cape Town: South Africa 'Cozying Up' To Tehran
The United States is making its anger known to longtime but strained ally South Africa, charging the country's defense ministry of ignoring directives from its own government to send Iranian warships home after they took part in naval exercises in South African waters.
Washington's statement held nothing back: "South Africa can't lecture the world on 'justice' while cozying up to Iran," the US embassy in South Africa posted on Facebook. Islamic Republic warships have been docked in Cape Town for some days now. "Iran is a destabilizing actor and state sponsor of terror, and its inclusion in joint exercises - in any capacity - undermines maritime security and regional stability," the US statement said.
AFP: An Iranian corvette, the IRIS Naghdi, was among the vessels that moored off Cape Town ahead of the BRICS navy exercises
"It is particularly unconscionable that South Af...
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