The Emerging Market Skeptic website evolved in part out of a few Seeking Alpha articles I wrote about emerging market investment topics after having grown tired of reading articles written about emerging markets by armchair analysts whose only experience in such places might be a few hour shopping trip across the border in Tijuana or perhaps a two week vacation to someplace more “exotic” like the crowded beach resorts of Phuket.
Having lived in Southeast Asia for over a decade, I have come to realize that investors need to take a more skeptical and realistic view of the risks and rewards that come with investing in emerging markets. In addition, investors need to keep in mind legendary investor Peter Lynch’s most basic investment principle of “Invest in what you know…”
And while I would be most familiar with countries like Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand and Vietnam (as I have or spend most of my time in these locations), the more skeptical viewpoint one develops from living, working and spending time in such places is applicable for analyzing other “hot” or “hyped” emerging markets in other regions of the world. At the same time, many of the links to articles under the EM Investing Tips tab on the top menu would be applicable for frontier or emerging markets everywhere.
Moving forward and given constraints on time verses the payout or income generally made from websites/blogs, the Emerging Market Skeptic site will become a one stop curated site with a mix of info/news (original or otherwise) about investing in frontier markets / emerging markets.
Eventually, there will also be a subscription newsletter. In the mean time, our Monday morning “Emerging Market Links + The Week Ahead” posts are completely free. It provides links (with a short summary or bullet points) to news relevant for emerging market investors with the following additional headings: Earnings Calendar, Economic Calendar, Election Calendar, IPO Calendar/Pipeline, ETF Launches and ETF Closures/Liquidations. To subscribe, please visit our Substack: https://emergingmarketskeptic.substack.com/
Feel free to visit my LinkedIn profile to learn more about me (the editor of this site and do note that I generally accept all invitations on there), view the site’s ethics and disclosure page and learn how you can support this site.