Tariffs + Dodla Dairy, Sun Pharmaceutical, Bharat Dynamics, Landmark Cars, Nestlé India, Bharat Electronics, Ami Organics, MapMyIndia, Cummins India, Tata Consultancy, Bikaji Foods, Zomato, etc.

  By NB  Apr 13, 2025

AI bubble (Nvidia/CoreWeave/DeepSeek), all about Trump's tariffs (impact on Vietnam, etc), BYD’s EV dreams, rediscovering South African stocks, Asian/EM debt, fund updates/annual reports, etc.

  By NB  Apr 7, 2025

Myanmar/Thailand earthquake impacted stocks + Mitra Adiperkasa, Emperador, ComfortDelGro, IFAST, Home Product Center PCL, Central Pattana PCL, Remgro, Stadio, Curro, Wal-Mart de Mexico, ASUR, etc.

  By NB  Apr 5, 2025

Local independent oil stocks, Taiwan trip report, L’Oréal, how will tariffs affect EM corporate bonds (e.g. Mexico) + small caps, navigating Trump 2.0, South America's election cycle, fund updates, etc.

  By NB  Mar 31, 2025