EM Fund Stock Picks & Country Commentaries (March 10, 2024)

Evaluating Feedly-Inoreader RSS readers, PE fund investors beware (a recent almond case), two lesser known airport stocks, Mexican stocks hit by a strong peso, Vietnam’s EM upgrade progress, etc.

As of early March, not too many February fund reports or other new research has become available:

• Ramadan is starting and Harding Loevner has this short piece with a handy table tracking past and future Ramadan dates: Ramadan’s Shifting Dates Have Complex Effects on Businesses. It’s only now that I have realized the Islamic calendar is actually shorter t…