EM Fund Stock Picks & Country Commentaries (December 22, 2024)
Emerging Market SkepticEM Fund Stock Picks & Country Commentaries (December 22, 2024)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (December 22, 2024)Political winds may shift towards bonds, understanding India’s Production Linked Incentive Scheme, Mexico trip report, Trump 2.0 EM winners & losers, various 2025 outlooks + fund updates, etc.Dec 22, 2024∙ PaidShare this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (December 22, 2024)Copy linkFacebookEmailNotesMore1ShareAs of just before Christmas, a number of November fund updates (our continuously updated post containing all funds is here) plus new research or 2025 outlooks have become available:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-december-22-2024