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EM Fund Stock Picks & Country Commentaries (April 19 2026)

EM pioneer Mark Mobius passes away, South Korea trip report, Sri Lankan stocks, Africa as the next EM opportunity, Middle East supply chain shock, maritime chokepoints, March/Q1 fund updates, etc.

By NB Jun 13, 2026

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EM Fund Stock Picks & Country Commentaries (April 19 2026)

EM pioneer Mark Mobius passes away, South Korea trip report, Sri Lankan stocks, Africa as the next EM opportunity, Middle East supply chain shock, maritime chokepoints, March/Q1 fund updates, etc.

logo.png  By NB  Jun 13, 2026

EM Fund Stock Picks & Country Commentaries (April 26, 2026)

Korean stock market rally, lessons from history applied to AI, TSMC, Pan African Resources, EM debt, beyond traditional safe havens, Mexican equity market, Middle East + March/Q1 fund updates, etc.

logo.png  By NB  Jun 13, 2026

EM Fund Stock Picks & Country Commentaries (May 3, 2026)

Late March or Q1 fund updates for Asian, emerging/frontier, etc. funds...

logo.png  By NB  Jun 13, 2026

EM Fund Stock Picks & Country Commentaries (May 10, 2026)

Chinese robotaxi commercialization, South Korea re-rating, SE Asia stock update, massive Indian stock investing growth, will Mark Mobius be vindicated, Mexico as a mfg hub for North America, etc.

logo.png  By NB  Jun 13, 2026