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
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.
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.