EM Fund Stock Picks & Country Commentaries (June 7, 2026)
EM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (June 7, 2026)"Why I Avoid Tech…," China’s real estate crisis entering acute phase, European megatrends, passive is no longer neutral in tech heavy EMs, allocating beyond the US, Q1 international fund updates, etc.Jun 07, 2026∙ PaidShare
As of the start of June, this post mostly updates our not regularly updatedEM Fund Stock Picks & Country Commentaries (Other International Funds)page containing funds investing in international and not necessarily EM stocks (our continuously updated post containing all funds is here) along with new emerging market research starting with a non-EM piece mentioning a number of European stocks:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-june-7-2026