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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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Issues659Founded5 years agoLast Issue8 days ago
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Latest Issues

Emerging Market Links + The Week Ahead (June 29, 2026)

The Asset has reported that the fairly well known CLSA brand is to be retired 🗃️:

  • So, Citic will ditch the CLSA brand in 2027, consigning to history probably the last remaining vestige of the legions of formerly independent British...
8 days ago
2

EM Fund Stock Picks & Country Commentaries (June 28, 2026)

"Datacenters are the new shale oil," Shenzhen transforms healthcare, Korea treasury share cancellations, Indian asset-management industry growth, frontier Africa, remaining May fund updates, etc.

As of the end of June, remaining May fund u...

9 days ago
1
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EM Fund Stock Picks & Country Commentaries (Emerging Market Funds)

This post compliments our EM Fund Stock Picks & Country Commentaries posts (emailed weekly) & contains the Various Emerging Market Focused Funds and Various Frontier Market Focused Funds sections.

This post covers the Various Emerging Mark...

10 days ago
1
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🇰🇷 Korean Stock Picks (March-May 2026)

🤖 DeepSeek Summary/Analysis + Samsung Electronics, SK Hynix, KT Corp, KEPCO, SK Telecom, POSCO Holdings, Woori Financial, Shinhan Financial, KB Financial, LG Chem, Kia Corp, LG Electronics, etc.

I will do a separate Korea trip report cove...

12 days ago
1
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Emerging Market Links + The Week Ahead (June 22, 2026)

One quick note: Last week, Caixin reported that Foreign Demand for Mainland Stocks Drives Record Stock Connect Volumes while at the same time noting in a separate article that Chinese Offshore Wealth Shifts to Singapore, Middle East:

Chi...

15 days ago
1

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

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