EM Fund Stock Picks & Country Commentaries (February 9, 2025)
Emerging Market SkepticEM Fund Stock Picks & Country Commentaries (February 9, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (February 9, 2025)Understanding the sources of value in EMs, gold is shiny again, opportunities from India's water crisis, tariff risk framework, DeepSeek & the US$, Richemont, Tbc Bank, Halyk Bank, UAC Nigeria, etc.Feb 09, 2025∙ Paid2Share this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (February 9, 2025)Copy linkFacebookEmailNotesMore2ShareAs of early February, I have updated the Other International Focused Funds section (our continuously updated post containing all funds is here with November research removed) plus a few January or more December or Q4 updates have become available. Starting with some non-EM pieces:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-february-9-2025