Share this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (February 23, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (February 23, 2025)Tariff risks being priced differently across countries + China consumption as a counter, Amer Sports (ANTA Sports Products), India still compelling, EM investing red flags, frontier market debt, etc.Feb 23, 2025∙ Paid1Share this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (February 23, 2025)Copy linkFacebookEmailNotesMore1Share

As mentioned last week, I had hit a word or character limit (maybe in part given the emoji use) with our continuously updated post and have been hitting it again tonight (but was able to save the post and start the process of breaking it up into smaller posts which I will further do next week):

I had already cleaned it up and have continued to experiment with Chinese AI (as noted in detail late last week) as at the very least, its extremely useful for extracting/organizing data/information like stock names…

As of late February, more January fund updates (our continuously updated post containing all funds is here - Any December 2024 research will be removed by next weekend as we enter March) and some new research have become available starting with a non-EM piece covering some stocks: