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.
DeepSeek/AI/tariff research pieces, resurgence of the South African consumer, frontier market boom, Mexico trip report, Sonatel Senegal, Myanmar note, 2024 fund annual or semi-annual reports, etc.
Mixue IPO pops, Luckin consolidates its lead in China’s coffee wars, Trip.com earnings, Melco/Galaxy study Thai market, Singapore 60 budget, EM stock picks and the week ahead for emerging markets.