Emerging Market Skeptic

Home
EMS Website
EM Stock Pick Tear Sheets
EM Fund Stock Picks
EM Investing Tips
ADR Lists
ETF Lists
Closed-End Fund Lists
StockTwits
Twitter
LinkedIn
Archive
Leaderboard
About
New
Top
Discussion
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…
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…
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…
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…
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…
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…
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…
EM Fund Stock Picks & Country Commentaries (November 17, 2023)
An interesting indicator that is pointing up for China’s economy, re-evaluating the investment case for China, more funds have updated their factsheets…
Emerging Market Links + The Week Ahead (November 13, 2023)
Elections & the coming battle between world leaders & bond vigilantes. China pension funds had record low returns, EM convergers & laggards, EM stock…
EM Fund Stock Picks & Country Commentaries (November 9, 2023)
Emerging market fund stock picks & their latest factsheets or commentaries plus another renewable stock surges on ESG fund buying, Brazilian oil stocks…
Emerging Market Links + The Week Ahead (November 6, 2023)
China’s age of malaise + more ministry-level leadership shakeups, visualizing Latin America's ideological landscape as of Q4 2023, Panama protests, EM…
EM Fund Stock Picks & Country Commentaries (November 1, 2023)
Some emerging market fund stock picks (from US or international fund letters) plus the unloved Hong Kong stock market, China investing for tactical vs…
 • 
Emerging Market Skeptic
© 2023 Emerging Market Skeptic
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing