EM Fund Stock Picks & Country Commentaries (December 8, 2024)
Emerging Market SkepticEM Fund Stock Picks & Country Commentaries (December 8, 2024)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (December 8, 2024)China bank recapitalization, surge in US$ convertible bonds by Chinese stocks, Capitec Bank, Botswana vs. lab diamonds, EM credit risks, the AI Maturity Matrix, 2024 year-end book recommendations, etcDec 08, 2024∙ Paid2Share this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (December 8, 2024)Copy linkFacebookEmailNotesMore2ShareAs of early December, a few November fund updates have become available (our continuously updated post containing all funds is here) along with new research starting with some non-EM focused pieces that might be of interest:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-december-8-2024