Debunking China's claims on luxury brands, “misunderestimate” Asia, India trip report, Middle East investment opportunities, South Africa listed property, Trump 2.0/tariffs, March/Q1 fund updates, etc

  By NB  Apr 28, 2025

Tariff Derangement Syndrome + DPC Dash, Haidilao, Nongfu Spring, Tuhu Car, AIA Group, Prudential PLC, WH Group, DFI Retail, CK Asset Holdings, Cathay Pacific, Hutchison Port Holdings Trust, etc.

  By NB  Apr 25, 2025

So many tariff takes, US universities/Asian pension funds in the looming private equity crisis, mood shift in commodity markets, rotation opportunities, March/Q4 fund updates/webinars, etc.

  By NB  Apr 21, 2025

Everyone has a tariff opinion, what’s wrong w/ Chinese corporate profits, passive investing risks, MENA's new face, SE Asia opportunities, commodities advance, March/Q1 fund updates, etc.

  By NB  Apr 14, 2025