EM Fund Stock Picks & Country Commentaries (July 27, 2025)
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Emerging Market SkepticEM Fund Stock Picks & Country Commentaries (July 27, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (July 27, 2025)AI reality check, Made In China 2025 review, investing beyond Taiwan tech, Korean trip report, Vietnam/India updates, are PGMs set to surge, global debt review, June/Q2 fund updates, etc.Jul 27, 2025∙ Paid1Share this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (July 27, 2025)Copy linkFacebookEmailNotesMore1Share
Emerging Market SkepticEM Fund Stock Picks & Country Commentaries (July 27, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (July 27, 2025)AI reality check, Made In China 2025 review, investing beyond Taiwan tech, Korean trip report, Vietnam/India updates, are PGMs set to surge, global debt review, June/Q2 fund updates, etc.Jul 27, 2025∙ Paid1Share this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (July 27, 2025)Copy linkFacebookEmailNotesMore1ShareFor those interested in “official” investment narratives about AI, Robeco has this series of research pieces and podcasts:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-july-27-2025