HeyJaredEmerging Market Skeptic
Emerging market stock picks by EM Funds + Investing in emerging market stocks, ADRs, GDRs, ETFs, mutual funds, closed-end funds + reality...
- Indexed issues, last 90 days
- 14
- Latest publication
- Sep 30, 2026
- Audience
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- Earliest in this view
- Aug 24, 2026
Latest issues
Emerging Market Links + The Week Ahead (September 28-October 2, 2026) (opens the original)
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A recent Bamboo Works podcast covered how the Philippines’ Jollibee Foods (PSE: JFC / OTCMKTS: JBFCF / JBFCY) is planning to spinoff and list its international business on the Hong Kong stock exchange: 🎙️<a href="https://thebambooworks.com/ai-breach-wechat-jollibees-listing-choice-mean-for-us-asia-tech-and-capital-ipo/
EM Fund Stock Picks & Country Commentaries (September 27, 2026) (opens the original)
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This video has nothing to do with emerging markets but recently this interesting commentary showed up in my YouTube feed:Note - He divides his time between Miami and the Bay Area and normally walks around various neighborhoods while giving commentary - making his videos more interesting…In the video, Bordenaro noted a Jerry Seinfeld comedy event in South Florida where nose bleed seats were going for a few hundred dollars and how “third places” (neither work nor home) are becoming prohibitively e
🇰🇷 Korean Stock Picks (June-August 2026) (opens the original)
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Our normal Sunday and Monday posts will need to be done a little later this week as there was a three day mid-autumn culture and music festival in front of one nearby mall and the annual Latin American Festival in front of the mall next door. I still need to do a dedicated Korea trip report post as well from my visit back in April-May...First, some news or a recap about the Korean market covered in our Monday posts from the last few months:💻 Mandatory Tender Offer for All Remaining Shares in Kor
Emerging Market Links + The Week Ahead (September 21, 2026) (opens the original)
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Interesting rumors about Air Asia that could have a big impact on SE Asia travel and economy:<img alt="" class="sizing-normal" height="490" src="https://substackcdn.com/image/fetch/$s_!YBGW!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa8a5b561-ca3a-4d1c-98db-57503a571e20_721x49
EM Fund Stock Picks & Country Commentaries (September 20, 2026) (opens the original)
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As of mid-September, this post mostly updates Q2 international funds covered on our EM Fund Stock Picks & Country Commentaries (Other International Funds) page (our continuously updated post containing all funds is here) which has numerous US/international rather than just EM stocks along with some new emerging market research:🗄️ Fund doc
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