
EM Fund Stock Picks & Country Commentaries




This post will act as a continuously updated “evergreen post” for our EM Fund Stock Picks & Country Commentaries posts emailed weekly. All new weekly fund updates and research will be added here and then emailed out in a separate weekly post under EM Fund Stock Picks. Specific stock names and tickers (linked to an IR page and a quote provider such as Yahoo! Finance) will be kept on this page until there is an update while research pieces will be kept on this page for the current and previous two months or so.
Otherwise, these funds or their fund managers will tend to produce good commentaries about their portfolios and other types of research that would be of interest to investors or help generate new investing ideas.
And as always, this post is provided for informational purposes only (and to make your life easier…). It does not constitute investment advice and/or a recommendation…
Note that a ⚠️ symbol indicates a fund or fund website might be restricted to certain types of investors or investors in specific locations - please be mindful of any disclosure popups or restrictions if you visit their homepages.
Contents of this Post
Asia
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-and-country-commentaries