GOP AGs target Wall St over China risk, Vietnam's workers return to countryside, South Africa infra spend, tariff wary investors to accumulate USD, EM stock picks & the week ahead for emerging markets.

  By NB  Feb 11, 2025

Understanding the sources of value in EMs, gold is shiny again, opportunities from India's water crisis, tariff risk framework, DeepSeek & the US$, Richemont, Tbc Bank, Halyk Bank, UAC Nigeria, etc.

  By NB  Feb 10, 2025

Americans fascinated by Chinese grocery prices + New Oriental Education, YUM China, Xpeng, JD.com, Baidu, iQIYI, Li Auto, NetEase, Tuhu Car, Will Semiconductor, Yancoal Australia, Ubtech Robotics, etc

  By NB  Feb 7, 2025

Why big techs didn’t use the DeepSeek approach, China’s infrastructure dead-end, Taiwan's close connection with US mortgage rates, EM stock picks and the week ahead for emerging markets.

  By NB  Feb 4, 2025