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Emerging Market Skeptic

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Emerging market stock picks by EM Funds + Investing in emerging market stocks, ADRs, GDRs, ETFs, mutual funds, closed-end funds + reality...

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Issues685Founded5 years agoLast Issue4 days ago
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Latest Issues

Emerging Market Links + The Week Ahead (September 21, 2026)

Interesting rumors about Air Asia that could have a big impact on SE Asia travel and economy:

I have not flown Air Asia since before COVID and while you can get very very good deals if you are very flexible (book an early morning flight on...

4 days ago

EM Fund Stock Picks & Country Commentaries (September 20, 2026)

Why EM airline bonds are flying higher, Brazilian ethanol, AI & Dutch disease, Q2 fund updates for Other International Funds page, etc.

As of mid-September, this post mostly updates Q2 international funds covered on our EM Fund Stock Picks...

6 days ago
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EM Fund Stock Picks & Country Commentaries (Other International Funds)

This post compliments our EM Fund Stock Picks & Country Commentaries posts (emailed weekly) & contains the Other International Funds and Closed or Inactive Funds sections.

This post covers the Other International Funds and Closed or Inacti...

6 days ago
2
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China & Hong Kong Stock Picks (June-August 2026)

How China escaped banker shock therapy, political compass of major Chinese political factions, secret plan to destroy BRICS & crash China, AI vs. East Asian education, Chinese/HK stock research, etc.

This post covers about three (summer) m...

8 days ago
Paid

Emerging Market Links + The Week Ahead (September 14, 2026)

A couple of weeks ago, Michael Fritzell’s Asian Century Stocks had this piece based on Marc Faber’s emerging market cycles:

🌐 Emerging market life cycles (Asian Century Stocks)

  • An assessment of country cycles in 2026

  • Fabe...

11 days ago
1

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