Emerging Market Skeptic | Substack

EM Fund Stock Picks & Country Commentaries (June 6, 2023)

A range of emerging market fund stock picks from South African fund managers this week plus avoiding value traps, don't hope for corporate activity and…

Jun 6 •

Emerging Market Skeptic

Emerging Market Links + The Week Ahead (June 5, 2023)

Funds quit China stock positions, Macau stocks are cheap (but tied to China), how Taiwan became indispensable, Indonesian IPOs, EM investing needs a new…

Jun 5 •

Emerging Market Skeptic

CMBI Research Focus List of China Stock Picks (May 2023)

Li Auto, Great Wall Motor, Zoomlion Heavy Industry, Yancoal Australia, CR Gas, Xtep, Yum China, XBXB, CR Beer, Tsingtao, Prada SpA, Kweichow Moutai…

Jun 4 •

Emerging Market Skeptic

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LG Chem (KRX: 051910): Owns Battery Stock LG Energy Solution (And Might Be the Better Stock to Own)

LG Chem (KRX: 051910) is the parent company of LG Energy Solution (KRX: 373220) - the world’s #1 EV/ESS battery manufacturer outside of China and a…

Jun 9 •

Emerging Market Skeptic

LG Energy Solution (KRX: 373220): World's Biggest Non-Chinese EV Battery Stock

LG Energy Solution (KRX: 373220) is the world’s #1 EV battery manufacturer outside of China with strong pricing power and a diversified global customer…

Jun 9 •

Emerging Market Skeptic

SK Innovation (KRX: 096770): Raises More Funds and is Making Georgia Battery Plant Productivity Gains

Korean battery maker SK On, part of SK Innovation (KRX: 096770), will raise an additional $400 million from a group of Singaporean financial investors…

Jun 8 •

Emerging Market Skeptic

CATL (SHE: 300750): World's Largest EV Battery Maker Who Elon Musk Recently Met With

Contemporary Amperex Technology Co. Ltd. (CATL) (SHE: 300750) is the world’s largest EV battery maker who Elon Musk recently met with amid concerns ties…

Jun 8 •

Emerging Market Skeptic

Semiconductor Manufacturing International Corp (SHA: 688981 / HKG: 0981 / FRA: MKN2): China's Most Important Chipmaker

Semiconductor Manufacturing International Corporation (SMIC) (SHA: 688981 / HKG: 0981 / FRA: MKN2) is one of the leading foundries in the world & is…

Jun 3 •

Emerging Market Skeptic

NAURA Technology Group (SHE: 002371): A Potential US-China Chip Conflict Beneficiary

NAURA Technology Group (SHE: 002371) is a Chinese manufacturer of integrated circuit and semiconductor equipment who benefits from the US-China chip…

Jun 3 •

Emerging Market Skeptic

Hua Hong Semiconductor (HKG: 1347 / FRA: 1HH / OTCMKTS: HHUSF): Plans a $2.6B Shanghai Share Sale to Fuel Expansion

Hua Hong Semiconductor (HKG: 1347 / FRA: 1HH / OTCMKTS: HHUSF) is China's second-largest chip foundry who recently received Shanghai Stock Exchange…

Jun 3 •

Emerging Market Skeptic

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

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

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

Making Sense of Delivery Platform Stock Metrics and Financials

EM Stock Pick Tear Sheets Region/Country TAGS

Emerging Market Skeptic

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