Revival of Platinum/Palladium, Philippines trip report, Vietnam’s ambitious domestic reforms, South Africa's budget, Africa as a final frontier in global uncertainty, debunking EM myths, etc.
Russia-Ukraine endgame, TWD's strength, India’s manufacturing opportunity, India PE, from Gutenberg to GPT/AI, Mexican industrial real estate, rebounding Latin American stocks, Milei’s IMF deal, etc.
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.