Xi warns of AI/EVs overinvestment, Klook looks at USA IPO, Philippines might restrict/ban online gambling, coming presidential elections in Chile, EM stock picks & the week ahead for emerging markets.
All about China "experts," "Chinese dream is slipping away" + Chinese/Hong Kong stocks BYD, NIO, Luk Fook Holdings, Vitasoy, Cafe De Coral, DFI Retail, Link REIT, Luckin Coffee, Horizon Robotics, etc.
AI reality check, Made In China 2025 review, investing beyond Taiwan tech, Korean trip report, Vietnam/India updates, are PGMs set to surge, global debt review, June/Q2 fund updates, etc.