EM Fund Stock Picks & Country Commentaries (August 16, 2026)
EM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (August 16, 2026)El Nino+Five Ws, China’s strategic petroleum reserve, EM ETFs not so passive, African stocks “priced for catastrophe,” Korea/Georgia/Argentina/Mongolia reports, June/July/Q2 fund updates, etc.Aug 17, 2026∙ Paid11Share
ZeroHedge has mentioned a couple of good reports concerning the coming El Nino plus current conflicts that I can’t find copies of on the Internet; but the articles and their graphics do a good job of summarizing them:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-august-16-2026