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Emerging Market Skeptic

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
Substack
PricingFreemium
PublishesDailyIssues465
SubscribersRead emergingmarketskeptic.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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.

a month ago
2
0
Paid

Emerging Market Links + The Week Ahead (February 10, 2025)

Given what has been in the news lately, the All-In Podcast (@chamath, @jason, @davidsacks, and @friedberg) recently had this fascinating episode worth listening to:

a month ago
1
0

EM Fund Stock Picks & Country Commentaries (February 9, 2025)

Understanding the sources of value in EMs, gold is shiny again, opportunities from India's water crisis, tariff risk framework, DeepSeek & the US$, Richemont, Tbc Bank, Halyk Bank, UAC Nigeria, etc.

a month ago
2
0
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China & Hong Kong Stock Picks (January 2025)

Americans fascinated by Chinese grocery prices + New Oriental Education, YUM China, Xpeng, JD.com, Baidu, iQIYI, Li Auto, NetEase, Tuhu Car, Will Semiconductor, Yancoal Australia, Ubtech Robotics, etc

a month ago
3
0
Paid

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  • Emerging Market Skeptic

    Emerging market fund stock picks + investing in emerging market stocks, ADRs, GDRs, ETFs, mutual funds, closed-end funds + reality...

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