EM Fund Stock Picks & Country Commentaries (February 2, 2025)
Emerging Market SkepticEM Fund Stock Picks & Country Commentaries (February 2, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (February 2, 2025)China stocks as a Trump trade, China market terms explained, India valuations, South Africa optimism, DeepSeek's impact on EMs/Europe, re-risking Eastern European stocks, how to spot bubbles, etc.Feb 02, 2025∙ Paid1Share this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (February 2, 2025)Copy linkFacebookEmailNotesMore2ShareAs of the start of February, more December/Q4 fund updates (our continuously updated post containing all funds is here) are available plus there are a number of interesting podcasts/webinars/talks that I have gotten to listening to and have included (I will be adding more stocks to our Frontier & Emerging Market Stock Index this week). Starting with some non-EM focused pieces:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-february-2-2025