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 | 465 |
| Subscribers | Read | 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.
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:
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.
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
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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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