EM Fund Stock Picks & Country Commentaries (June 22, 2025)

Share this postEmerging Market SkepticEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (June 22, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (June 22, 2025)Papua New Guinea stocks, autonomous driving + EM EV growth, Korea’s value up program 1 year on, EM investment trusts benefit from a weak USD, small caps shine, more May fund updates, etc.Jun 22, 2025∙ PaidShare this postEmerging Market SkepticEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (June 22, 2025)Copy linkFacebookEmailNotesMore1Share

As of the later part of June, more May fund updates have become available (our continuously updated post containing all funds is here) along with new research starting with a Middle East piece and more pieces pushing AI or European stocks:


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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-june-22-2025