EM Fund Stock Picks & Country Commentaries (January 26, 2025)
Emerging Market SkepticEM Fund Stock Picks & Country Commentaries (January 26, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (January 26, 2025)China investing now a tactical game, what Trump means for EMs + China, Sri Lanka trip report, 2 Polish stocks, European companies become more shareholder friendly, more December/Q4 fund updates, etc.Jan 27, 2025∙ PaidShare this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (January 26, 2025)Copy linkFacebookEmailNotesMoreShareAs of late January before the start of CNY, more December and Q4 fund updates have dropped (our continuously updated post containing all funds is here) plus more 2025 outlooks and other research starting with some non-EM focused pieces:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-january-26-2025