EM Fund Stock Picks & Country Commentaries (March 2, 2025)
Emerging Market SkepticEM Fund Stock Picks & Country Commentaries (March 2, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (March 2, 2025)Brazil Stocks' Brazil Value Talks, another EM fund goes ex-China, Hong Kong trip, Indian telecoms, Israel stocks, Tunisia, gold + commodities surge, more Deepseek/AI/tariff pieces, etc.Mar 02, 2025∙ PaidShare this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (March 2, 2025)Copy linkFacebookEmailNotesMore1ShareI have updated our Frontier & Emerging Market Stock Index (with stocks from these posts) and it now has 1,600+ tagged stocks plus additional stocks not tagged for a total of 2084+ mostly EM/FM stocks:
In addition, the Brazil Stocks Substack (“Former Morgan Stanley Equity Research. 20 years investing in Brazil Stock Market”) has contacted me asking for a recommendation for their Substack.
What I like about their Substack is their Brazil Value Talks series with various Brazilian investors (I have been saving them in my inbox and I have been meaning to read through them - I’ve suggested they put these in a separate section of the Substack to make them easier to find and read). They remind me of the book: "The Warren Buffetts Next Door - The World's Greatest Investors You've Never Heard Of and What You Can" - only with an emerging markets twist as its Brazilian investors…
Note that everything (the investor’s background, strategy, resources used, etc.) up to where they start talking about individual stocks is not paywalled and I have included interviewee links (Twitter, linktr, etc.) below (as the original posts just had a screenshot of their Twitter profile):
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-march-2-2025