Emerging Market Skeptic | Substack

Emerging Market Links + The Week Ahead (September 25, 2023)

5-year China anti-graft campaign + debt problems, EU-USA China business outlook falls, mapping the migration of the world’s millionaires, EM stock picks…

5 hrs ago

CMBI Research China & Hong Kong Stock Picks (August 2023)

Nongfu Spring, Jinxin Fertility Group, JOYY, Xiaomi, Weibo Corp, Cloud Music, China Life Insurance, ANTA Sports Products, Baidu, Atour Lifestyle…

Sep 24

Brazil Small Cap ETF Stock Picks (September 2023)

Brazil stock picks that are the holdings of the iShares MSCI Brazil Small Cap ETF (NASDAQ: EWZS) and/or VanEck Brazil Small-Cap ETF (NYSEARCA: BRF) as…

Sep 22

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EM Fund Stock Picks & Country Commentaries (July 25, 2023)

Jul 25

Mexico Closed End Fund Stock Picks (Early 2023)

Aug 20

EM Fund Stock Picks & Country Commentaries (September 5, 2023)

Sep 5

Mirae Asset Securities' Korean Stock Picks (May 2023)

Jun 11 • Emerging Market Skeptic

moneycontrol India Stock of the Day (June 2023)

Jul 23

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EM Fund Stock Picks & Country Commentaries (September 19, 2023)

Emerging market fund stock picks with a focus & updates on key mining stocks + the coming commodity storm will be broad base (not just China), get…

Sep 19

Emerging Market Links + The Week Ahead (September 18, 2023)

China's slow-burning insurance crisis + auto exports undermine EM manufacturing, TikTok shop’s chaotic “Project S,” Milei's plan to fix Argentina, EM…

Sep 18

Mirae Asset Securities' Korean Stock Picks (August 2023)

Korean IPOs + stocks KOGAS, Jin Air, SK Biopharmaceuticals, Cosmax, Hanon Systems, InBody, Krafton, SKC, Dentium, Vatech, JejuAir Co, Kiwoom Securities…

Sep 14

Rondure New World + Overseas Fund EM Stock Holdings (Mid-2023)

A closer look at almost 100 individual emerging market stock holdings of the Rondure New World Fund (MUTF: RNWOX / RNWIX) and the Rondure Overseas Fund…

Sep 3

EM Fund Stock Picks & Country Commentaries (September 12, 2023)

Emerging market fund stock picks (from fund letters or fund manager interviews) + recent Adani Group investors get the last laugh, domestic Indian…

Sep 12

Emerging Market Links + The Week Ahead (September 11, 2023)

Argentina may try dollarization, subsidies corrupt China, where will demand for commodities come from, SE Asia-Indonesia eCommerce shakeup, EM stock…

Sep 11

moneycontrol India Stock of the Day (August 2023)

Mahanagar Gas, CSB Bank, Kajaria Ceramics, Fiem Industries, West Coast Paper Mills, Engineers India, Global Health (Medanta), Karur Vysya Bank, Varun…

Sep 7

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...

EMS Website

ADR, ETF and Closed End Fund List Updates

EM Investing Tips

China's Problems That Few People Talk About (And Investor Implications)

Emerging Market Country Selection in a Multipolar World: Twelve Things to Consider

Making Sense of Delivery Platform Stock Metrics and Financials

When Emerging Market Growth Stock Investing Fails: Fundsmith Emerging Equities Trust plc to Liquidate

EM Stock Pick Tear Sheets Region/Country TAGS

Emerging Market Skeptic

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