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
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.
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.
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.