EM Fund Stock Picks & Country Commentaries (January 12, 2025)
Emerging Market SkepticEM Fund Stock Picks & Country Commentaries (January 12, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (January 12, 2025)China stimulus fatigue, easing Asia-Pacific fundraising challenges, bonfire of the incumbent politicians, frontier market bonds, opportunities in Indian stocks, December + Q4 fund updates, etc.Jan 13, 2025∙ PaidShare this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (January 12, 2025)Copy linkFacebookEmailNotesMore1ShareAs of the start of the new year, new December and Q4 fund updates (our continuously updated post containing all funds is here with October research pieces now removed…) along with plenty of new research pieces have become available:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-january-12-2025