EM Fund Stock Picks & Country Commentaries (June 15, 2025)

Share this postEmerging Market SkepticEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (June 15, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (June 15, 2025)Israel-Iran conflict impact on stocks/markets, Taiwan trip report, AI monetization taking shape, new leveraged MercadoLibre ETF, can ex-US markets continue their outperformance, May fund updates, etc.Jun 15, 2025∙ Paid1Share this postEmerging Market SkepticEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (June 15, 2025)Copy linkFacebookEmailNotesMore2Share

As of mid-June, more May fund updates (our continuously updated post containing all funds is here) have become available plus some managers already have pieces out about the latest Middle East conflict (our


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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-june-15-2025