This post compliments our EM Fund Stock Picks & Country Commentaries posts (emailed weekly) & all contains the Other International Funds and Closed or Inactive Funds sections.

  By NB  Feb 24, 2025

Tariff risks being priced differently across countries + China consumption as a counter, Amer Sports (ANTA Sports Products), India still compelling, EM investing red flags, frontier market debt, etc.

  By NB  Feb 24, 2025

🤖 AI generated insights about Korean stocks (and some wild unverifiable answers) + NAVER, Kia, LG Display, SK Hynix, Hyundai Motor, SK Hynix, CS Wind Corp, SK Telecom, KT Corp, Coway, etc.

  By NB  Feb 22, 2025

AI experiments to improve these posts + Substack tech glitch. DeepSeek deep dives, searching for black swans, South Africa in a cyclical uptrend, Argentina turnaround, dollar "Mar-a-Lago Accord?" etc

  By NB  Feb 17, 2025