Emerging Market Skeptic

Emerging Market Skeptic

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Emerging Market Skeptic
Emerging Market Skeptic
EM Fund Stock Picks & Country Commentaries (April 28, 2024)
EM Fund Stock Picks

EM Fund Stock Picks & Country Commentaries (April 28, 2024)

What key valuation multiples miss/differ on, why non-AI stock laggards are not broken companies, JSE challenges + SA bonds, We Buy Cars Holdings, Argentina's challenges, overlooked small caps, etc.

Apr 28, 2024
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Emerging Market Skeptic
Emerging Market Skeptic
EM Fund Stock Picks & Country Commentaries (April 28, 2024)
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As of the end of April, more new monthly or Q1 factsheets, commentaries, webinars or research have become available with various stock mentions:

  • 🚨 Asia Frontier Capital has given their Asian Frontier Markets Update 25th April 2024 (59:56 Minutes) and various frontier market stocks were covered: 0:00 Thomas Hugger - Introduction; 02:04 Ruchir Desai – AFC…

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