Myanmar/Thailand earthquake impacted stocks + Mitra Adiperkasa, Emperador, ComfortDelGro, IFAST, Home Product Center PCL, Central Pattana PCL, Remgro, Stadio, Curro, Wal-Mart de Mexico, ASUR, etc.

  By NB  Apr 5, 2025

Generative images show us the risks of endowing the technology with magical powers

  By NB  Apr 1, 2025

Local independent oil stocks, Taiwan trip report, L’Oréal, how will tariffs affect EM corporate bonds (e.g. Mexico) + small caps, navigating Trump 2.0, South America's election cycle, fund updates, etc.

  By NB  Mar 31, 2025

The president’s trade policy is about power and security, not economics

  By NB  Mar 31, 2025