EM Fund Stock Picks & Country Commentaries (August 23, 2026)
EM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (August 23, 2026)China’s "asset famine" + gets serious about SOE profits, Africa & critical minerals, South African value priced like a distress sale, Nigeria trip report, LATAM rising, July fund updates, etc.Aug 24, 2026∙ Paid1Share
As of late August, we have some July fund updates (our continuously updated post containing all funds is here) but most of this post gets caught up on new emerging market research as of late summer starting with a non-EM piece:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-august-23-2026