"Datacenters are the new shale oil," Shenzhen transforms healthcare, Korea treasury share cancellations, Indian asset-management industry growth, frontier Africa, remaining May fund updates, etc.
Record China-HK Stock Connect volumes, Chinese offshore wealth shifts to Singapore/Middle East, "blockbuster" Jio IPO filed, Colombian elections, EM stock picks & the week ahead for emerging markets.
Taiwanese/Korean stocks per step in the AI value chain, Hong Kong trip report/income opportunities, Chinese memory/AI IPOs, India AI stock plays, Ukraine’s securities markets, May fund updates, etc.