Beware of back floating rate loans (adjusted rate loans) used by PE, overlooked Asian stocks, Kazakhstan/India/Sri Lanka/Pakistan/Vietnam trip reports, Nubank, KASPI, Argentina, Pakistan's market, etc

  By NB  Mar 24, 2025

BOC Hong Kong, Xiaomi, Trip.com, EHang Holdings, AIA Group, RoboSense Technology, Luckin Coffee, ANTA Sports Products, YUM China, NAURA Technology Group, Will Semiconductor, etc.

  By NB  Mar 21, 2025

Aberdeen brings back vowels, red flags for investing in emerging markets, Taiwan trip report, SA budget, why consider frontier markets debt, Europe 2025 stocks, fund updates & annual reports, etc.

  By NB  Mar 17, 2025

Testing Grok AI + GoTo Gojek, Mayora Indah, IFAST, SembCorp Industries, SEA Ltd, Singtel, Grindrod, Alsea, Fomento Economico Mexicano, Genomma Lab, Grupo Aeroportuario del Sureste, etc.

  By NB  Mar 15, 2025