Emerging Market Skeptic
Emerging market stock picks by EM Funds + Investing in emerging market stocks, ADRs, GDRs, ETFs, mutual funds, closed-end funds + reality...
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 679 | Founded | 5 years ago | Last Issue | 2 days ago |
| Active | |||||
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emergingmarketskeptic.substack.comLatest Issues
Emerging Market Links + The Week Ahead (Aug 31-Sept 4, 2026)
There is an old market saying: “Sell in May and go away, come back on St. Leger’s Day [second Saturday of September]” or more appropriately (given the now outsized influenced of US markets over London), after Labor Day (as this weekend is L...
EM Fund Stock Picks & Country Commentaries (August 30, 2026)
The coming “strong” El Niño & impact on emerging markets/commodities/stocks, Senegal as the next sovereign debt test case, July fund updates, etc.
We have been covering the upcoming El Niño which is predicted to be strong with some new res...
Emerging Market Links + The Week Ahead (August 24-28, 2026)
Once again, this delayed (I am painting a barn and still have some pruning to do before going back to Malaysia) weekly post contains plenty of Q2/H2 earnings report presentations or articles as we approach the end of summer…
🔬...
EM Fund Stock Picks & Country Commentaries (August 23, 2026)
China’s "asset famine" + gets serious about SOE profits, Africa & critical minerals, South African value priced like a distress sale, Nigeria trip report, LATAM rising, July fund updates, etc.
As of late August, we have some July fund upda...
EM Fund Stock Picks & Country Commentaries (Africa Funds)
This post compliments our EM Fund Stock Picks & Country Commentaries posts (emailed weekly) & contains the Africa Focused Funds section.
This post covers the Africa Funds section for our EM Fund Stock Picks & Country Commentaries posts ema...
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Emerging market fund stock picks + investing in emerging market stocks, ADRs, GDRs, ETFs, mutual funds, closed-end funds + reality...
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