Papua New Guinea stocks, autonomous driving + EM EV growth, Korea’s value up program 1 year on, EM investment trusts benefit from a weak USD, small caps shine, more May fund updates, etc.

  By NB  Jun 22, 2025

🤖 DeepSeek Korea stock analysis: Value (low P/B, attractive valuations), growth (high momentum, earnings potential), high dividend yield, speculative/thematic & risky high-P/E stocks + key themes.

  By NB  Jun 21, 2025

Israel-Iran conflict impact on stocks/markets, Taiwan trip report, AI monetization taking shape, new leveraged MercadoLibre ETF, can ex-US markets continue their outperformance, May fund updates, etc.

  By NB  Jun 16, 2025

Who is the Chinese EV Evergrande 2.0 + Li Auto, Xiaomi, PDD Holdings, Haier, Yum China, Vitasoy, Wharf Holdings, Luk Fook Holdings, Nissin Foods, Swire Properties, Link REIT, Cafe De Coral, AIA, etc.

  By NB  Jun 14, 2025