EM Fund Stock Picks & Country Commentaries (May 11, 2025)
Emerging Market SkepticEM Fund Stock Picks & Country Commentaries (May 11, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (May 11, 2025)Unexciting (but reliable) Asian small cap investing themes, new investment face of MENA, European defense stocks, global real estate outlooks, MercadoLibre defies skeptics, Q1/April fund updates, etc.May 11, 2025∙ Paid1Share this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (May 11, 2025)Copy linkFacebookEmailNotesMore1ShareAs of early May, some more Q1 and April fund updates (our continuously updated post containing all funds is here) plus new research have become available starting with yet more examples of funds pushing investing in Europe:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-may-11-2025