Finding undervalued compounders in Asia, US Dollar cycle history, emerging Europe opportunities, platinum producers investment trip, global dividend index, Saudi Arabia's transformation, etc.
Singapore listed stocks who won the following metric categories by sector: growth in profit after tax, returns to shareholders, weighted return on equity & overall sector winner.
Political winds may shift towards bonds, understanding India’s Production Linked Incentive Scheme, Mexico trip report, Trump 2.0 EM winners & losers, various 2025 outlooks + fund updates, etc.
Qatar stands up to the EU's ESG demands, India is worse than you think, China GDP growth now lags Asia, Brazil’s fiscal shortfall/currency plunge, EM stock picks & the week ahead for emerging markets.