Chokepoints in the South China Sea + Malacca Straits, Taiwan AI concentration risks, trouble w/ index based Indonesia/Malaysia country ETFs, Central Asia's opening markets, June/Q2 fund updates, etc.
Revisiting the "Guthrie Dawn Raid," China’s next generation of innovators, India’s "unconvincing" economic façade, beyond EM index giants, El Niño is coming, fund updates, etc.
"Datacenters are the new shale oil," Shenzhen transforms healthcare, Korea treasury share cancellations, Indian asset-management industry growth, frontier Africa, remaining May fund updates, etc.