EM Fund Stock Picks & Country Commentaries (May 4, 2025)

Share this postEmerging Market SkepticEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (May 4, 2025)Copy linkFacebookEmailNotesMoreEM Fund Stock PicksEM Fund Stock Picks & Country Commentaries (May 4, 2025)AI's “bulls**t cascade” + AI agent/tariff reality checks, Vietnam’s gov't restructuring, Brazil's "land of the future," EVs in EM, Russia’s frozen sovereign assets status, March/Q1 fund updates, etc.May 04, 2025∙ PaidShare this postEmerging Market SkepticEmerging Market SkepticEM Fund Stock Picks & Country Commentaries (May 4, 2025)Copy linkFacebookEmailNotesMore1Share

A couple of quick notes: Craig Fuller, CEO and Founder of FreightWaves (a good source of supply chain and tariff/trade war news) appeared on the Coffee and a Mike podcast which also has a Substack:

Coffee and a Mike New Podcast with Craig Fuller of FreightWavesCraig Fuller is CEO and Founder of FreightWaves, the leading provider of global supply chain market intelligence and news. He talks the vulnerability of living in Arizona, power outages in Europe, impact of tariffs, United States moving towards a similar model to China, AI, autonomous driving, and much more. PLEASE SUBSCRIBE LIKE AND SHARE THIS PODCAST… Listen now4 days ago · 8 likes · 7 comments · Coffee and a Mike

In addition, the latest All-In podcast had a good discussion (and reality check) about the impact of tariffs and about so-called AI agents:


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Originally posted on: https://emergingmarketskeptic.substack.com/p/em-fund-stock-picks-commentary-may-4-2025