EM Fund Stock Picks & Country Commentaries (May 18 2025)
Emerging Market SkepticEM Fund Stock Picks & Country Commentaries (May 18 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (May 18 2025)China's domestic focused stocks, Vietnam's Resolution 68, India's economic momentum, all about umbrella funds, opportunities from domestic reforms in EM/FMs, more tariffs/AI research, etc.May 18, 2025∙ PaidShare this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (May 18 2025)Copy linkFacebookEmailNotesMore1ShareAs noted in recent posts, its seems like funds are now pushing investing in the UK or Europe. However, we noted earlier this month:
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-may-18-2025