Richard Werner's “bank credit creation” theories, APAC equities & oil prices, Mexican industrial real estate, can South Africa Inc rally the broader JSE, Tiger Brands, Mondi, June/Q2 fund updates, etc
Papua New Guinea stocks, autonomous driving + EM EV growth, Korea’s value up program 1 year on, EM investment trusts benefit from a weak USD, small caps shine, more May fund updates, etc.