Luckin Coffee, Li Ning, Byd Company, Ping An Insurance, New Oriental Education, Ubtech Robotics, AIA Group, WH Group, Sands China, Galaxy Entertainment, Trip.com, Yum China, Will Semiconductor, etc.

  By NB  May 16, 2025

Unexciting (but reliable) Asian small cap investing themes, new investment face of MENA, European defense stocks, global real estate outlooks, MercadoLibre defies skeptics, Q1/April fund updates, etc.

  By NB  May 12, 2025

Bank Rakyat, Vale Indonesia, Unilever Indonesia, Telkom Indonesia, Wilmar, Genting Singapore, SEA Ltd, Krung Thai Bank, Siam Cement, Charoen Pokphand Foods, Stadio, Argent Industrial, Alsea SAB, etc.

  By NB  May 10, 2025

AI's “bulls**t cascade” + AI agent/tariff reality checks, Vietnam’s gov't restructuring, Brazil's "land of the future," EVs in EM, Russia’s frozen sovereign assets status, March/Q1 fund updates, etc.

  By NB  May 5, 2025