China bank recapitalization, surge in US$ convertible bonds by Chinese stocks, Capitec Bank, Botswana vs. lab diamonds, EM credit risks, the AI Maturity Matrix, 2024 year-end book recommendations, etc

  By NB  Jan 23, 2025

Korean politics as usual + Korean stocks Lotte Chilsung Beverage, LG Corp, Korean Reinsurance Company, Samsung Life Insurance, KB Financial, KT Corp, KT&G Corp, SK Telecom, Coupang, POSCO, etc.

  By NB  Jan 23, 2025

Finding undervalued compounders in Asia, US Dollar cycle history, emerging Europe opportunities, platinum producers investment trip, global dividend index, Saudi Arabia's transformation, etc.

  By NB  Jan 23, 2025

China’s personal pension pilot, rise of lower-tier Chinese cities, Hong Kong IPOs are back, Brazil's ailing Lula, Argentina exits recession, EM stock picks and the week ahead for emerging markets.

  By NB  Jan 23, 2025