This is Emerging Market Skeptic, a website and newsletter about investing in Emerging Market stocks, ADRs, GDRs, ETFs, mutual funds & funds + reality. WEBSITE: http://www.emergingmarketskeptic.com/
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China vs. Taiwan risks, chips, TSMC, United Microelectronics Corporation, stocks that will suffer in a Taiwan conflict and more links and resources.
Latest "friendshoring" trends, Chinese economy and demographic trends worsen, Alibaba added to delisting watchlist, Argentina continues to unravel and…
Powell pushing Asia into a new financial crisis, understanding China's distressed property mess, Macau July GGR lowest since 2003, investors pull money…
China's mortgage payment boycott hits property suppliers, Russia + China announce "New Global Reserve Currency," Pakistan + Panama dominos go wobbly and…
Vietnam’s frontier market status update; foreign ownership rules; Vietnam stock market reorganization plans, problems, reforms & manipulation rules; and…
The VanEck Vietnam ETF (VNM) better reflects the Vietnam market than 10 years ago, but remains flawed e.g. 10% exposure to Taiwan listed stocks, 29…
China-Taiwan conflict would cause chaos beyond semiconductors, "disgruntled" Chinese homebuyers refuse to pay mortgages, growing Latin America problems…
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Emerging Market Skeptic