EM pioneer Mark Mobius passes away, South Korea trip report, Sri Lankan stocks, Africa as the next EM opportunity, Middle East supply chain shock, maritime chokepoints, March/Q1 fund updates, etc.
Korean stock market rally, lessons from history applied to AI, TSMC, Pan African Resources, EM debt, beyond traditional safe havens, Mexican equity market, Middle East + March/Q1 fund updates, etc.
Late March or Q1 fund updates for Asian, emerging/frontier, etc. funds...
Chinese robotaxi commercialization, South Korea re-rating, SE Asia stock update, massive Indian stock investing growth, will Mark Mobius be vindicated, Mexico as a mfg hub for North America, etc.