China stocks as a Trump trade, China market terms explained, India valuations, South Africa optimism, DeepSeek's impact on EMs/Europe, re-risking Eastern European stocks, how to spot bubbles, etc.

  By NB  Feb 3, 2025

Brazil stock picks that are the holdings of the iShares MSCI Brazil Small Cap ETF (NASDAQ: EWZS) and/or VanEck Brazil Small-Cap ETF (NYSEARCA: BRF) as of late January 2025.

  By NB  Jan 31, 2025

China investing now a tactical game, what Trump means for EMs + China, Sri Lanka trip report, 2 Polish stocks, European companies become more shareholder friendly, more December/Q4 fund updates, etc.

  By NB  Jan 27, 2025

CLSA's Feng Shui Index 2025 report & CMB International's 2025 China Strategy Outlook + Luckin Coffee, Meituan, Xiaomi, Tencent, Alibaba, NetEase, Nongfu Spring, YUM China, Tuhu Car, Ping An, etc.

  By NB  Jan 26, 2025