EM Fund Stock Picks & Country Commentaries (June 1, 2025)
Emerging Market SkepticEM Fund Stock Picks & Country Commentaries (June 1, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (June 1, 2025)Revival of Platinum/Palladium, Philippines trip report, Vietnam’s ambitious domestic reforms, South Africa's budget, Africa as a final frontier in global uncertainty, debunking EM myths, etc.Jun 01, 2025∙ PaidShare this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (June 1, 2025)Copy linkFacebookEmailNotesMore1Share[The start-up/entrepreneurial focused] The Enthusiast podcast had this interesting episode with someone who was the CFO or CEO of two fairly successful Latam startups:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-june-1-2025