EM Fund Stock Picks & Country Commentaries (March 30, 2025)
Emerging Market SkepticEM Fund Stock Picks & Country Commentaries (March 30, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (March 30, 2025)Local independent oil stocks, Taiwan trip report, L’Oréal, how will tariffs affect EM corporate bonds (Mexico) + small caps, navigating Trump 2.0, South America's election cycle, fund updates, etc.Mar 30, 2025∙ Paid1Share this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (March 30, 2025)Copy linkFacebookEmailNotesMore2ShareUnrelated to emerging markets, the always entertaining and enlightening All-In Podcast (every Friday) with various Silicon Valley techies such as Chamath Palihapitiya, Jason Calacanis, David Sacks (who is now the White House AI and crypto czar) and David Friedberg had an interesting discussion about Nvidia where some of its balance sheet was explained:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-march-30-2025