Emerging Market Skeptic
Emerging Market SkepticEmerging 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 | 554 | Subscribers | Read | emergingmarketskeptic.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Emerging Market Links + The Week Ahead (September 22, 2025)
A ZeroHedge piece has pointed out the problem faced by many investors in emerging markets and in particular China:
EM Fund Stock Picks & Country Commentaries (September 21, 2025)
Destructive competition in China ("involution"), quotes from non-oil commodity executives on China, rising small & midcap India stocks, convenience stores/pizza stock bets, August fund updates, etc.
EM Fund Stock Picks & Country Commentaries
This post compliments our EM Fund Stock Picks & Country Commentaries posts (emailed weekly) & all contains stock names/tickers until there is a fund update + fund research for the last 2+ months.
China & Hong Kong Stock Picks (July-August 2025)
China’s great stock market experiment & the politics behind China's overcapacity + Chinese/Hong Kong stock picks Ping An, Trip.com, Pop Mart, Luckin, Mixue, Nissin Foods, AIA, Swire Properties, etc.
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Authors
The writers behind this newsletter.
Emerging market fund stock picks + investing in emerging market stocks, ADRs, GDRs, ETFs, mutual funds, closed-end funds + reality...
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