Emerging Market Skeptic | Substack

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

What Westerns get wrong about China, a table with the lead country and technology monopoly risk for various technologies, more EM-FM funds with good…

Dec 6

Emerging Market Links + The Week Ahead (December 4, 2023)

Measuring China's real GDP with the Li Keqiang Index, Mexico nearshoring + AMLO, Venezuela votes to invade oil rich Guyana, EM stock picks and the week…

Dec 4

Business Day TV Daily Stock Picks (October 2023)

Sibanye-Stillwater, TFG Limited (The Foschini Group), MultiChoice Group, Anglo-American, MTN Group, Woolworths Holdings, Naspers, Life Healthcare Group…

Dec 1

Most Popular

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

New

Top

Community

EM Fund Stock Picks & Country Commentaries (November 28, 2023)

How much it costs to run a small fund (fund admin costs, etc), corporate stress risk in various countries, several smaller cap South African stock…

Nov 29

Emerging Market Links + The Week Ahead (November 27, 2023)

China offers the Saudis a swap line to break USD peg, fictitious wealth creation in China, shadow bank Zhongzhi faces $36bn shortfall, EM stock picks…

Nov 27

moneycontrol India Stock of the Day (October 2023)

moneycontrol is India's leading financial and business portal who does short (roughly 4 minute) Stock of the Day video pitches about Indian stock picks…

Nov 27

Mirae Asset Securities' Korean Stock Picks (October 2023)

Posco International Corp, Daewoong Pharmaceutical, Industrial Bank of Korea, LIG Nex1 Co, Hyundai Mobis, Hyundai AutoEver, Samsung Card, Koh Young…

Nov 25

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

Tuhu Car, China Life, Shennan Circuit, Glodon, Li Ning, Shanghai Jahwa, FIT Hon Teng, CSPC Pharmaceutical, iQIYI, Budweiser APAC, GigaCloud Technology…

Nov 24

EM Fund Stock Picks & Country Commentaries (November 22, 2023)

A number of African frontier market stocks, recent podcasts or webinars (covering emerging markets, China, India, Africa, and the uranium market) plus…

Nov 22

Emerging Market Links + The Week Ahead (November 20, 2023)

Javier Milei's Argentina landslide, China easing foreign investor rules as FRTIB to exclude HK-China stocks, cheap Chinese consumer loans, EM stock…

Nov 20

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

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