EM Fund Stock Picks & Country Commentaries (July 13, 2025)

Share this postEmerging Market SkepticEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (July 13, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (July 13, 2025)Humanoids as the future of industrial automation, dividends decline as share buybacks rise, HK evolves, Sri Lankan stocks, Iraq trip, why EM bonds deserve a look, Q2 fund updates start to drop, etc.Jul 13, 2025∙ PaidShare this postEmerging Market SkepticEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (July 13, 2025)Copy linkFacebookEmailNotesMore1Share

As of mid-July, June or Q2 fund updates have started becoming available (our continuously updated post containing all funds is here) along with new research starting with some non-emerging markets focused pieces:

  • JP Morgan - Asset Management has these lengthy slide decks:


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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-july-13-2025