KB Financial Group, Hanwha Aerospace, Kia Corp, LG Display, SK Telecom, Hyundai Marine & Fire, Samsung Life Insurance, SK Hynix, Coupang, KEPCO, Hyundai Elevator, BGF Retail, Korean Air, etc.

  By NB  May 24, 2025

China's domestic focused stocks, Vietnam's Resolution 68, India's economic momentum, all about umbrella funds, opportunities from domestic reforms in EM/FMs, more tariffs/AI research, etc.

  By NB  May 19, 2025

Luckin Coffee, Li Ning, Byd Company, Ping An Insurance, New Oriental Education, Ubtech Robotics, AIA Group, WH Group, Sands China, Galaxy Entertainment, Trip.com, Yum China, Will Semiconductor, etc.

  By NB  May 16, 2025

Unexciting (but reliable) Asian small cap investing themes, new investment face of MENA, European defense stocks, global real estate outlooks, MercadoLibre defies skeptics, Q1/April fund updates, etc.

  By NB  May 12, 2025