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

EM Fund Stock PicksEM 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.Apr 26, 2026∙ Paid21Share

I am leaving tomorrow for Korea (Seoul/Jeonju/Busan, etc.) on frequent flyer miles (meaning long stopovers to and from in Taipei) and Monday’s free post may or may not be delayed until Tuesday (I have already cleared my email inbox of material for it).

As of the end of late April, more March/Q1 fund updates have become available (our continuously updated post containing all funds is here) along with new research starting with a non-EM piece:


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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-april-26-2026