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

Weiss Korea Opportunity Fund winddown & more private equity problems + DoubleDown Interactive, Hanwha Aerospace, Ecopro Materials, POSCO Holdings, LG Electronics, KEPCO, Woori Financial, KT Corp, etc.

  By NB  May 2, 2025

Debunking China's claims on luxury brands, “misunderestimate” Asia, India trip report, Middle East investment opportunities, South Africa listed property, Trump 2.0/tariffs, March/Q1 fund updates, etc

  By NB  Apr 28, 2025

Tariff Derangement Syndrome + DPC Dash, Haidilao, Nongfu Spring, Tuhu Car, AIA Group, Prudential PLC, WH Group, DFI Retail, CK Asset Holdings, Cathay Pacific, Hutchison Port Holdings Trust, etc.

  By NB  Apr 25, 2025