Archive - Emerging Market Skeptic

EM Fund Stock Picks & Country Commentaries (April 20, 2025)

So many tariff takes, US universities/Asian pension funds in the looming private equity crisis, mood shift in commodity markets, rotation opportunities…

12 hrs ago

Emerging Market Links + The Week Ahead (April 14, 2025)

HK IPO market soars, casino stocks hit, Korea's favorite spirit, Philippines see tariff opportunities, Grab grabs taxi license, Singapore banks, EM…

Apr 14

EM Fund Stock Picks & Country Commentaries (April 13, 2025)

Everyone has a tariff opinion, what’s wrong w/ Chinese corporate profits, passive investing risks, MENA's new face, SE Asia opportunities, commodities…

Apr 13

🇮🇳 moneycontrol India Stock of the Day (Q1 2025)

Tariffs + Dodla Dairy, Sun Pharmaceutical, Bharat Dynamics, Landmark Cars, Nestlé India, Bharat Electronics, Ami Organics, MapMyIndia, Cummins India…

Apr 12

Emerging Market Links + The Week Ahead (April 7, 2025)

China's Mistress Spending Index (MSI), Fitch downgrades China debt, stocks w/ Vietnam tariff exposure, dLocal, NU Holdings, shorts target XP, more EM…

Apr 7

EM Fund Stock Picks & Country Commentaries (April 6, 2025)

AI bubble (Nvidia/CoreWeave/DeepSeek), all about Trump's tariffs (impact on Vietnam, etc), BYD’s EV dreams, rediscovering South African stocks, Asian/EM…

Apr 6

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…

Apr 5

🌐 Emerging Market Stock Picks (Early April 2025)

Myanmar/Thailand earthquake impacted stocks + Mitra Adiperkasa, Emperador, ComfortDelGro, IFAST, Home Product Center PCL, Central Pattana PCL, Remgro…

Apr 4

EM Fund Stock Picks & Country Commentaries (Emerging & Frontier Market Funds)

This post compliments our EM Fund Stock Picks & Country Commentaries posts (emailed weekly) & contains the Various Emerging Market Focused Funds and…

Apr 1

March 2025

Emerging Market Links + The Week Ahead (March 31, 2025)

Is China about to wreck US tech? How will Hyundai fund US investments? BYD, Korean short selling, Indians shift from stocks to gold ETFs, EM stock picks…

Mar 31

EM Fund Stock Picks & Country Commentaries (March 30, 2025)

Local independent oil stocks, Taiwan trip report, L’Oréal, how will tariffs affect EM corporate bonds (e.g. Mexico) + small caps, navigating Trump 2.0…

Mar 30

🇰🇷 Korean Stock Picks (February 2024)

InBody, Samsung Life, SK Telecom, KT, Classys, Kakao, Hanwha Aerospace, KB Financial Group, NAVER, SM Entertainment, Korea Aerospace Industries, Korean…

Mar 28

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