Emerging Market Skeptic | Substack

Emerging Market Links + The Week Ahead (April 22, 2024)

Is China preparing to devalue the Yuan? Aluminium & nickel prices surge on Russian sanctions, Credit ratings of South African companies hold up, EM…

Apr 22

EM Fund Stock Picks & Country Commentaries (April 21, 2024)

A number of new March or Q1 factsheets-commentaries discussing stock picks, when economies falter (Brazil), the label JSE does not reflect the SA…

Apr 21

moneycontrol India Stock of the Day (March 2024)

Bosch, Coal India, Ami Organics, Coforge, Shivalik Bimetal Controls Ltd, Aditya Birla Capital, Protean eGov Technologies, NTPC Ltd, Metro Brands, Vijaya…

Apr 19

Most Popular

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

Jul 25, 2023

Mexico Closed End Fund Stock Picks (Early 2023)

Aug 20, 2023

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

Jan 11

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

Sep 5, 2023

Mirae Asset Securities' Korean Stock Picks (May 2023)

Jun 11, 2023 • Emerging Market Skeptic

moneycontrol India Stock of the Day (June 2023)

Jul 23, 2023

Emerging Market Links + The Week Ahead (April 15, 2024)

2024 Kearney FDI Confidence Index, industrial metal prices jump on China bet, ASEAN favors China over USA, SA markets face perfect storm, EM stock picks…

Apr 15

EM Fund Stock Picks & Country Commentaries (April 14, 2024)

New March or Q1 fund updates/letters, metals as an indirect tech-AI play, what to look for in Chinese stocks, Indian sectors that will benefit from…

Apr 14

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

DPC Dash, WuXi Biologics, BYD Company, AK Medical, Ping An, Weichai Power, Geely Automobile Holdings, Pinduoduo, Tencent, ZTO Express, China Lilang…

Apr 11

Emerging Market Links + The Week Ahead (April 8, 2024)

Malaysia + Costa Rica get in on nearshoring-friendshoring, Brazil may block Twitter, China FDI hits 23 year low, not yet at peak K-pop, EM stock picks…

Apr 8

EM Fund Stock Picks & Country Commentaries (April 7, 2024)

How Capital structure ripples through management, guide to picking infrastructure stocks, EM infra stock earnings reports, when EM economies falter…

Apr 7

Emerging Market Links + The Week Ahead (April 1, 2024)

Xi says China reform measures in the works, Thai casinos could lift tourism spend but bring problems, trouble EMs carry out radical reforms, EM stock…

Apr 1

EM Fund Stock Picks & Country Commentaries (March 31, 2024)

India and China valuation gap, the case for South Africa ahead of elections, positive dividend trends across geographies, the Saudi exchange stock…

Mar 31

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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