EM Fund Stock Picks & Country Commentaries (August 2, 2026)
EM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (August 2, 2026)Georgia/Shenzhen trip reports, finding innovative Chinese stocks, case for EM small caps, value investor’s guide to African stocks, hidden cost of stock market concentration, June/Q2 fund updates, etcAug 03, 2026∙ PaidShare
As of the start of August, a number of June along with more Q2 updates (our continuously updated post containing all funds is here) have become available along with new emerging market research:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-august-2-2026