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EM Fund Stock Picks

EM Fund Stock Picks

EM Fund Stock Picks & Country Commentaries Posts are weekly posts covering emerging market fund and frontier market fund stock picks. They are emailed Tuesday mornings at roughly 9 AM EST time...
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Brazil Small Cap ETF Stock Picks (September 2023)
Brazil stock picks that are the holdings of the iShares MSCI Brazil Small Cap ETF (NASDAQ: EWZS) and/or VanEck Brazil Small-Cap ETF (NYSEARCA: BRF) as…
EM Fund Stock Picks & Country Commentaries (September 19, 2023)
Emerging market fund stock picks with a focus & updates on key mining stocks + the coming commodity storm will be broad base (not just China), get…
EM Fund Stock Picks & Country Commentaries (September 12, 2023)
Emerging market fund stock picks (from fund letters or fund manager interviews) + recent Adani Group investors get the last laugh, domestic Indian…
EM Fund Stock Picks & Country Commentaries (September 5, 2023)
A variety of emerging market fund stock picks (from US or international fund letters or interviews) + the AI “grift shift," how the China slowdown will…
Rondure New World + Overseas Fund EM Stock Holdings (Mid-2023)
A closer look at almost 100 individual emerging market stock holdings of the Rondure New World Fund (MUTF: RNWOX / RNWIX) and the Rondure Overseas Fund…
EM Fund Stock Picks & Country Commentaries (August 29, 2023)
A variety of emerging market fund stock picks (from fund documentation, articles about funds or fund manager interviews) + how 80% of excess EM returns…
EM Fund Stock Picks & Country Commentaries (August 22, 2023)
Emerging market fund stock picks (from interviews with fund managers or fund documentation) + specific Indian sectors where value can still be found…
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