EM Fund Stock Picks & Country Commentaries (April 13, 2025)
Emerging Market SkepticEM Fund Stock Picks & Country Commentaries (April 13, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (April 13, 2025)Everyone has a tariff opinion, what’s wrong w/ Chinese corporate profits, passive investing risks, MENA's new face, SE Asia opportunities, commodities advance, March/Q1 fund updates, etc.Apr 13, 2025∙ PaidShare this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (April 13, 2025)Copy linkFacebookEmailNotesMore1ShareTo start with, everyone has an opinion on tariffs with most of the Wall Street and corporate media crowd being the most negative and the alt-media and alt-finance crowd having more positive or nuanced takes. Here are a few key things you may have missed:
1) This Twitter thread talks about a paper called A User’s Guide to Restructuring the Global Trading System who’s principles appear to be the Trump Administration’s playbook (while execution is more or less Trumpian):
2) Ex-New York Times journalist Alex Berenson wrote this Substack piece after getting into an argument with Bill Ackman on Twitter:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-april-13-2025