Emerging Market Skeptic | Substack

Central and Eastern Europe Fund Holdings (Q3 2024)

Eastern European stock picks that are the holdings of the closed-end Central and Eastern Europe Fund Inc (NYSE: CEE) (including Russian stocks) plus…

18 hrs ago

iShares MSCI Poland ETF Holdings (November 2024)

Poland stock picks that are the holdings of the iShares MSCI Poland ETF (NYSEARCA: EPOL) + the Polish economy & two competitors (Jeronimo Martins SGPS …

18 hrs ago

Emerging Market Links + The Week Ahead (November 18, 2024)

AI's coming collapse, Einhorn says markets are broken (& getting worse), LA copper stronghold, Thailand's casino GGR could pass Singapore's, EM stock…

Nov 18

Most Popular

Mexico Closed End Fund Stock Picks (Early 2023)

Aug 20, 2023

High-Yield Singapore Banks & REITs (Mid-2024)

Jun 6

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

Jul 25, 2023

Mirae Asset Securities' Korean Stock Picks (November-December 2023)

Jan 11

CMBI Research China & Hong Kong Stock Picks (June 2024)

Jul 18

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

Sep 5, 2023

EM Fund Stock Picks & Country Commentaries (November 17 2024)

US elections & EM impacts, Trump may help Vietnam industrial park stocks, India's tax hiccups for funds + valuations have declined, “picks & shovels” AI…

Nov 17

Korean Stock Picks (October 2024)

“Trump Trade” hits Korea & MSCI update + Korea Aerospace Industries, Shinhan Financial, Korea Zinc, Hyundai Rotem, Kia Corp, Hyundai Mobis, Woori…

Nov 14

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…

Nov 16

Emerging Market Links + The Week Ahead (November 11, 2024)

Legacy tech broke China’s stock market, who bought recklessly ballooning US debt, ending the ESG grift, Mexico's hidden Chinese trade, EM stock picks…

Nov 11

EM Fund Stock Picks & Country Commentaries (November 10 2024)

US election impacts, China (not software) is eating the world, “infamous” Greek/Marshall Islands shipping sector, Vietnam masters East Asia blueprint…

Nov 10

China & Hong Kong Stock Picks (October 2024)

China’s $19T global time bomb + Guangzhou Automobile Group, Great Wall Motor, Ping An Insurance, Sinotruk, Li Auto, New Oriental Education, PDD…

Nov 7

Emerging Market Links + The Week Ahead (November 4, 2024)

China shaking down the rich/companies for taxes, AstraZeneca China problems, Macau looking solid, BRICS 2024 in Kazan, Hyundai Motor India stalls, EM…

Nov 4

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

Emerging Market Skeptic

About Archive Recommendations Sitemap

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts