EM Fund Stock Picks & Country Commentaries (July 19, 2026)
EM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (July 19, 2026)Surging demand for Asia’s AI hardware, America’s frontier-market origin story, rethinking US exceptionalism, getting Brazil to grow at 4.0%, intro to infrastructure debt, more fund updates, etc.Jul 19, 2026∙ Paid1Share
As of mid-July and the World Cup weekend (for a shorter than normal post), a few more fund updates (our continuously updated post containing all funds is here) along with new emerging market research has become available:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-july-19-2026