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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...

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Substack
PricingFreemiumPublishesDaily
Issues426SubscribersRead emergingmarketskeptic.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

EM Fund Stock Picks & Country Commentaries (November 10 2024)

US election impacts, China (not software) is eating the world, “infamous” Greek/Marshall Islands shipping sector, Vietnam masters East Asia blueprint, what makes India exciting for investors, etc.

6 days ago
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China & Hong Kong Stock Picks (October 2024)

China’s $19T global time bomb + Guangzhou Automobile Group, Great Wall Motor, Ping An Insurance, Sinotruk, Li Auto, New Oriental Education, PDD Holdings, Xiaomi, Geely, Leapmotor, etc.

9 days ago
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0
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Emerging Market Links + The Week Ahead (November 4, 2024)

All eyes have been on the US elections for Tuesday, but there are some good (alt media) pieces examining BRICS 2024 in Kazan (as the MSM has largely ignored the summit). It sounds like no real “breakthroughs,” but just more small and increm...

12 days ago
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China, Hong Kong & Macau Stock Index

China, Hong Kong & Macau stock index. 🏛️ State owned 👼🏻 ESG friendly 🅿️ Preference shares available 🌐🌏 Global/regional operations or part of global/regional supply chains

12 days ago
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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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