EM Fund Stock Picks & Country Commentaries (August 17, 2025)

It is a relatively new harvesting equipment worth hundreds of thousands of dollars that can only be used to tap almonds (and some walnuts) and to tap mummy nuts in winter.

The farmers who own the equipment lease the ground next door (planted orchards), and he has a fairly new almonds to remove his area (with his own 30,000 trees) and the nut hull. I think in his first term that Trump tax cuts are related to fair new equipment.

This equipment was made locally (I still assume a local family -owned business unless I own a private stock, and India and China (walnuts) are probably more cheaper (and the nuts/food -related equipment is still from Spain, Israel, etc.), but I still have to see this. Shakers have a buttons where other information enters and dust is sucked while other information is in place.

Meanwhile, in India:

That’s why Trump is the reason You can’t negotiate a better trade transaction with India, including California almonds and other nut products …

When my grandparents planted walnuts and orchards in the late 1930s or late 1940s, I think that wooden pillars are still used (or at least used in southern Europe) or very simple mechanical shakers and sweepers for harvesting.

The nuts of 2,000 irrigation almond trees have been largely released this year and last year, which may be due to a new shaker or hot/dry weather (the first two harvests were in wet El Niño and many nuts seemed to be attached to the tree).

But I’m still walking with a small pillar of the orchard that clings to the tree. But in India, the average orchard size will be much smaller than I deal with (and more labor -intensive).

But when the trees were shaking on Friday, we talked with the driver who talked about shaking almond orchards. It was kept so bad that there was no branch, so there was no shortage of pruning, so there was nothing except the sucker. And in other orchards, 70 trees simply fell (the surrounding land was eroded from irrigation and not properly maintained).

The neighbors with orchards next door observed that the neighbors who traveled for his work went south and did not have trees to the point where the tree turned into a bush. I think the spirit under it seems to have a lot of nuts from the tree (but if it’s not in the middle, the nuts won’t stick to the tree or the green hull is not open because there’s no sunlight.

I wonder if some of the orchards that Shaker Driver talked about are actually owned by private equity funds. my Posts on March 10, 2024 They discussed the problems of the almond industry. The almond farm -owned organization was a part of some almond farm owners, and some of the almond farm owners, who had a university, and a wealthy celebrity, were bankrupted by floating interest rate loans. Labo agriculture (Dutch subsidiary Labo Bank Group And one of the world’s largest AG Pianns) is also involved in almonds and almond finance.

At this time, almond farmers and buyers must also compete with the annual USDA goal forecast for the crop size. Like many economic statistics and predictions from the US government in recent years, they are increasingly inaccurate, less and less and less reliable. By repeatedly exaggerating the size of the incoming crops, the price becomes a crater immediately.

This time, the price is almost 1 pound (for example: California almond growers question the crop prediction.And my buyer pointed out that this price drop is the largest and fastest in almond history (their calls have ranged greatly for about two weeks). However, as the sales resumed, the price rebounded rapidly (there is no doubt when the buyer starts his due diligence to evaluate the actual crop size).

stock Select Harvests LTD (ASX: SHV / at: H0i / otcmkts: Shvtf))The only “almond stock” listed with the largest almond cultivator in Australia is also dipped after USDA forecasts, but mostly recovered. Another signal that there are few people who believe in USDA forecasts after the initial shock is as follows.

However, in the long run, the performance of Select Harvests is mixed and it can also reflect the performance of the AUD.

USDA has been doing the same daily life with corn farmers. Much larger and more important US industries and investors or investors can exchange corn futures.

📰 USDA shocks the market with a corn yield that catches the eye. Is this the highest yield of the season? (Farm Journal) August 2025

If USDA prediction is true, large American corn crops are underway.

I don’t know anything about the corn market and maybe American corn crops will be huge this season …

However, as many US parliamentarians are somehow a successful stock trader with other government officials who are part of the US military industrial complex, they become other officials such as talented investors such as initial stage technology or defense -related stocks/investors. What can be made)…

Similarly, I think that many corn farmers (will be hurt by financially if the prices fall significantly and don’t rebound) vote for Trump and/or live in a passionate vote. Is there a risk of USDA staff still “Doge’d” or reduced? Not so much…

After returning to the emerging market, the fund update began to be provided in July from mid -August (continuous update Here is a post that contains all the funds.) With a new research work that begins with non -EM sculptures: