Local independent oil stocks, Taiwan trip report, L’Oréal, how will tariffs affect EM corporate bonds (e.g. Mexico) + small caps, navigating Trump 2.0, South America's election cycle, fund updates, etc.
Beware of back floating rate loans (adjusted rate loans) used by PE, overlooked Asian stocks, Kazakhstan/India/Sri Lanka/Pakistan/Vietnam trip reports, Nubank, KASPI, Argentina, Pakistan's market, etc
BOC Hong Kong, Xiaomi, Trip.com, EHang Holdings, AIA Group, RoboSense Technology, Luckin Coffee, ANTA Sports Products, YUM China, NAURA Technology Group, Will Semiconductor, etc.