Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “Emerging Markets Growth Strategy.” A copy of the letter can be downloaded here. The fourth quarter of 2025 marked a strong divergence from the market. Market leadership by AI beneficiaries and revival of cyclical sectors dominated the market, while quality growth strategies faced challenges. In Q4 2025, the portfolio returned 0.8% (Gross) and 0.6% (Net) compared to the MSCI EM Net TR Ind ...

The upcoming report from Sea Limited Sponsored ADR (SE) is expected to reveal quarterly earnings of $0.90 per share, indicating an increase of 45.2% compared to the year-ago period. Analysts forecast revenues of $6.78 billion, representing an increase of 36.3% year over year.The consensus EPS estimate for the quarter has been revised 8.9% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timef ...

Hayden Capital, an investment management firm, released its fourth-quarter 2025 investment letter. A copy of the letter can be downloaded here. 2025 proved how unpredictable markets can be in the short term. Markets displayed broad strength, highlighting their resilience. U.S. equities saw double-digit gains, while international markets performed even better. Remarkably, international stocks outpaced their U.S. counterparts for the first time since 2017. The firm had a productive 2025, especially as invest ...

DDlightek Unlockcommerce.withoutborders 2026印度尼西亚电子商务行业报告 出品方 前言 印度尼西亚（以下简称印尼）作为东盟最大的经济体，贡献了该地区约36%的GDP 并展现出约5%的稳健增长韧性。依托2.85亿的庞大人口基数及30.4岁的年轻化结 构，印尼已实现80.66%的互联网渗透率，且移动端用户占比高达98.7%。这种高 度的移动化特征与日益成熟的数字支付基础设施，共同构成了印尼数字经济发展的 坚实底层支撑。 SERATUSR GA 12026印度尼西亚电子商务行业报告 东南亚最大经济体，GDP约占东盟整体36% 作为东南亚最大的经济体及东盟（ASEAN）创始成员国， 印尼的经济规模约占东盟整体的36%。在全球经济环境不 确定性增强的背景下，印尼展现出稳健的增长韧性，除 印尼2025年的增长预期由4.7%上调至4.8%，进一步彰 4.86% 显了国际机构对该国经济增长前景的信心。 印尼经济增长主要由两大支柱驱动：一是资源优势，印尼 在棕榈油、煤炭等大宗商品领域拥有坚实的国际竞争优势， 更是全球第一大镍生产国和第二大生产国，在新能源电 池革命中地位关键；二是内需拉 ...

Key Takeaways SE is set to report Q4 2025 results on March 3, with earnings and revenue growth expected year over year.Sea Limited faced rising credit provisions and loan growth that likely pressured Q4 profitability.SE's Shopee posted strong GMV growth, but higher costs, taxes and FX losses weighed on margins.Sea Limited (SE) is slated to report fourth-quarter 2025 results on March 3.The Zacks Consensus Estimate for SE’s fourth-quarter earnings is pegged at 90 cents per share, down by one cent over the pas ...

SAN FRANCISCO, Feb. 24, 2026 /PRNewswire/ -- Stable Sea today announced a strategic partnership with dLocal (NASDAQ: DLO), the leading cross-border payment platform connecting global merchants to emerging markets to enable low-cost, high-speed B2B stablecoin-powered international payments for businesses operating across emerging and developed markets. By leveraging dLocal's local payment rails across more than 40 countries, the partnership expands Stable Sea Business's global payout and settlement capabilit ...

Group 1 - Sea Limited (NYSE:SE) has entered a strategic partnership with Google to develop AI tools for e-commerce and gaming in Southeast Asia [1][2] - The partnership will focus on creating an AI agentic shopping prototype on Sea Limited's Shopee platform, which will enhance user experience by autonomously managing shopping tasks [2][3] - Google's AI will also support game development on Sea Limited's Garena, indicating a broader application of AI beyond traditional uses [2][3] Group 2 - This collaboration aligns with Google's strategy to monetize AI by expanding its applications beyond chatbots, leveraging Sea Limited's dominance in Southeast Asia's e-commerce market [3] - The AI enhancements are expected to provide Shopee with a competitive advantage over its rivals in the region [3]

Sea Limited (NYSE:SE) ranks among billionaire Stanley Druckenmiller’s 10 best stock picks. On February 11, Morgan Stanley reduced Sea Limited’s (NYSE:SE) price target to $173 from $209, retaining an Overweight rating on the company’s shares. As e-commerce develops with the rise of AI, the firm believes Sea Limited (NYSE:SE) will prioritize operational expenditures to strengthen its competitive edge. Given a wider base, Morgan Stanley predicts that Sea’s e-commerce gross merchandise value growth would sur ...

Core Insights - Sea has partnered with Google to develop AI-powered innovations across its business lines, including Garena, Shopee, and Monee [1][3] - This partnership expands existing collaborations, such as Shopee's involvement in the YouTube Shopping Affiliate Program and Garena's participation in the Free Fire League on Google Play [2][3] Group 1: Partnership Details - The collaboration will focus on enhancing gaming experiences and improving game development productivity through Google's AI solutions for Garena [3] - Shopee and Google will work on creating an agentic shopping prototype that integrates across their platforms [3] - Monee will collaborate with Google on the Agent Payments Protocol (AP2) to pilot an agentic payment experience [3][7] Group 2: Strategic Goals - Sea's CEO emphasized that the partnership aims to drive innovation in AI applications and make the technology more accessible to underserved digital markets [7] - Google aims to accelerate the adoption of AI technology and unlock economic potential in Southeast Asia's digital landscape [7] Group 3: AP2 Protocol - Google introduced the AP2 protocol in September, designed to facilitate secure agent-led payments across platforms [7] - Monee will provide feedback on AP2 to ensure its robustness and suitability for Southeast Asia's diverse digital financial services [7]

Core Viewpoint - High Liner Foods has launched new Sea Cuisine® Guinness™ Battered Fish Strips and Shrimp, combining the flavors of Guinness with premium seafood to enhance at-home dining experiences [1] Product Overview - The new products include Sea Cuisine Guinness Battered Fish Strips and Shrimp, crafted with responsibly sourced wild-caught Alaska Pollock and shrimp, coated in a batter infused with Guinness flavor [1] - The fish strips contain 12g of protein and the shrimp contains 10g of protein, both are non-alcoholic and designed to deliver restaurant-quality meals at home [1] Market Availability - The products are available in 1,500 Kroger Family of Companies stores and in a 2lb Club Size at Costco across the United States, with plans for further North American expansion [1] Company Background - High Liner Foods is a leading North American processor and marketer of value-added frozen seafood, with a diverse portfolio of brands sold in grocery and club stores [1] - The company is publicly traded on the Toronto Stock Exchange under the symbol HLF [1] Partnership Insights - The collaboration with Guinness aims to showcase how the stout can enhance the flavor of seafood dishes, providing an authentic pub-style experience at home [1]