China investing now a tactical game, what Trump means for EMs + China, Sri Lanka trip report, 2 Polish stocks, European companies become more shareholder friendly, more December/Q4 fund updates, etc.

  By NB  Jan 27, 2025

CLSA's Feng Shui Index 2025 report & CMB International's 2025 China Strategy Outlook + Luckin Coffee, Meituan, Xiaomi, Tencent, Alibaba, NetEase, Nongfu Spring, YUM China, Tuhu Car, Ping An, etc.

  By NB  Jan 26, 2025

China bank recapitalization, surge in US$ convertible bonds by Chinese stocks, Capitec Bank, Botswana vs. lab diamonds, EM credit risks, the AI Maturity Matrix, 2024 year-end book recommendations, etc

  By NB  Jan 23, 2025

Korean politics as usual + Korean stocks Lotte Chilsung Beverage, LG Corp, Korean Reinsurance Company, Samsung Life Insurance, KB Financial, KT Corp, KT&G Corp, SK Telecom, Coupang, POSCO, etc.

  By NB  Jan 23, 2025