Finding undervalued compounders in Asia, US Dollar cycle history, emerging Europe opportunities, platinum producers investment trip, global dividend index, Saudi Arabia's transformation, etc.
China’s personal pension pilot, rise of lower-tier Chinese cities, Hong Kong IPOs are back, Brazil's ailing Lula, Argentina exits recession, EM stock picks and the week ahead for emerging markets.
Singapore listed stocks who won the following metric categories by sector: growth in profit after tax, returns to shareholders, weighted return on equity & overall sector winner.
Political winds may shift towards bonds, understanding India’s Production Linked Incentive Scheme, Mexico trip report, Trump 2.0 EM winners & losers, various 2025 outlooks + fund updates, etc.