EM Fund Stock Picks & Country Commentaries (July 27, 2026)
EM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (July 27, 2026)Pension trends in Asia, China semiconductor ETF, Sea Ltd, EM tech sell-off meaning, EM corp vs. EM sovereigns, impact of Ukraine’s attacks on Russian oil infrastructure, June/Q2 fund updates, etc.Jul 26, 2026∙ Paid11Share
As of late July, more June/Q2 fund updates (our continuously updated post containing all funds is here) along with new emerging market research have become available (Note that I went to California last week, so some posts may publish latter or earlier than normal):
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-july-27-2026