EM Fund Stock Picks & Country Commentaries (May 25, 2025)
Emerging Market SkepticEM Fund Stock Picks & Country Commentaries (May 25, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (May 25, 2025)Russia-Ukraine endgame, TWD's strength, India’s manufacturing opportunity, India PE, from Gutenberg to GPT/AI, Mexican industrial real estate, rebounding Latin American stocks, Milei’s IMF deal, etc.May 25, 2025∙ Paid1Share this postEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (May 25, 2025)Copy linkFacebookEmailNotesMore3ShareAs of the end of May (and Memorial Day weekend in the USA), more April fund updates have become available (our continuously updated post containing all funds is here) plus new research starting with some non-EM pieces mostly pushing Europe (again…) that were probably written before the latest tariff war offensive (but note this FT piece: What EU exports are hit hardest by Trump’s 50% tariff threat?
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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-may-25-2025