Bank Rakyat, Vale Indonesia, Unilever Indonesia, Telkom Indonesia, Wilmar, Genting Singapore, SEA Ltd, Krung Thai Bank, Siam Cement, Charoen Pokphand Foods, Stadio, Argent Industrial, Alsea SAB, etc.

  By NB  May 10, 2025

AI's “bulls**t cascade” + AI agent/tariff reality checks, Vietnam’s gov't restructuring, Brazil's "land of the future," EVs in EM, Russia’s frozen sovereign assets status, March/Q1 fund updates, etc.

  By NB  May 5, 2025

Weiss Korea Opportunity Fund winddown & more private equity problems + DoubleDown Interactive, Hanwha Aerospace, Ecopro Materials, POSCO Holdings, LG Electronics, KEPCO, Woori Financial, KT Corp, etc.

  By NB  May 2, 2025

Debunking China's claims on luxury brands, “misunderestimate” Asia, India trip report, Middle East investment opportunities, South Africa listed property, Trump 2.0/tariffs, March/Q1 fund updates, etc

  By NB  Apr 28, 2025