Activist US investor targets UK trusts, 10 challenges facing China’s economy, Taiwan equity, India too focused on services vs manufacturing, Middle East conflict, Sri Lankan stocks, Brazil, etc.
Computex Taiwan trip report, Vietnam’s EM upgrade opportunity, Latin American stocks, Brazil rewiring its economy, Dollar's shifting landscape, natural gas outlook more buoyant than oil, etc.
India bars Jane Street for market manipulation & cracks down on "finfluencers" + Hindustan Aeronautics, Trent, Tata Motors, Mahindra & Mahindra, Infosys, Cummins India, Craftsman Automation, etc.