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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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Issues667Founded5 years agoLast Issue8 days ago
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Latest Issues

Emerging Market Links + The Week Ahead (July 20, 2026)

Two interesting stories this week: The FT has reported that the USA is pressuring Brazil with tariffs to make usuary great again by targeting a government-run payment app that’s a threat to the hegemony of American Big Tech and card network...

8 days ago
1

EM Fund Stock Picks & Country Commentaries (July 19, 2026)

Surging demand for Asia’s AI hardware, America’s frontier-market origin story, rethinking US exceptionalism, getting Brazil to grow at 4.0%, intro to infrastructure debt, more fund updates, etc.

As of mid-July and the World Cup weekend (fo...

9 days ago
1
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🌐 Emerging Market Stock Picks (First Half July 2026)

Marc Faber bullish on Thai stocks + Unilever Indonesia, Bank Rakyat, DBS, OCBC, UOB, Singapore Airlines, Delta Electronics, Raffles Medical, Dubai Islamic Bank, Grupo Aeroportuario del Pacífico, etc.

We covered this among other Thailand re...

9 days ago
1
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Emerging Market Links + The Week Ahead (July 13, 2026)

In case you are wondering whether we have reached peak AI-data center mania, this headline shows we must be getting close:

💻 Penang Chicken Hot Pot Chain Lands RM204 Million Data Centre Services Deal (Says) July 2026

  • A Penang-based...
15 days ago
4
1

EM Fund Stock Picks & Country Commentaries (July 12, 2026)

Chokepoints in the South China Sea + Malacca Straits, Taiwan AI concentration risks, trouble w/ index based Indonesia/Malaysia country ETFs, Central Asia's opening markets, June/Q2 fund updates, etc.

As of mid July, some June/Q2 fund updat...

16 days ago
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