Understanding the sources of value in EMs, gold is shiny again, opportunities from India's water crisis, tariff risk framework, DeepSeek & the US$, Richemont, Tbc Bank, Halyk Bank, UAC Nigeria, etc.

  By NB  Feb 10, 2025

Americans fascinated by Chinese grocery prices + New Oriental Education, YUM China, Xpeng, JD.com, Baidu, iQIYI, Li Auto, NetEase, Tuhu Car, Will Semiconductor, Yancoal Australia, Ubtech Robotics, etc

  By NB  Feb 7, 2025

Why big techs didn’t use the DeepSeek approach, China’s infrastructure dead-end, Taiwan's close connection with US mortgage rates, EM stock picks and the week ahead for emerging markets.

  By NB  Feb 4, 2025

China stocks as a Trump trade, China market terms explained, India valuations, South Africa optimism, DeepSeek's impact on EMs/Europe, re-risking Eastern European stocks, how to spot bubbles, etc.

  By NB  Feb 3, 2025