EM Fund Stock Picks & Country Commentaries (June 28, 2026)
EM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (June 28, 2026)"Datacenters are the new shale oil," Shenzhen transforms healthcare, Korea treasury share cancellations, Indian asset-management industry growth, frontier Africa, remaining May fund updates, etc.Jun 28, 2026∙ Paid11Share
As of the end of June, remaining May fund updates (our continuously updated post containing all funds is here) along with new emerging market research have become available starting with another excellent non-EM piece from Praetorian Capital:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-june-28-2026