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




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