EM Fund Stock Picks & Country Commentaries (March 9, 2025)
Emerging Market SkepticEM Fund Stock Picks & Country Commentaries (March 9, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (March 9, 2025)DeepSeek/AI/tariff research pieces, resurgence of the South African consumer, frontier market boom, Mexico trip report, Sonatel Senegal, Myanmar note, 2024 fund annual or semi-annual reports, etc.Mar 09, 2025∙ PaidShare this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (March 9, 2025)Copy linkFacebookEmailNotesMore1ShareAs of early March, only a couple of February fund updates and 2024 annual or semi-annual reports have dropped (our continuously updated post containing all funds is here) along with more AI or tariff research related pieces (as I guess that’s what is on the mind of many funds or investors):
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-march-9-2025