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Russia Trip Report - Economic Insights and Other Titbits (Part 3)
Major western retailers and fast-food chains head for the exits while local brands step in
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Russia Trip Report - Economic Insights and Other Titbits (Part 2)
Chinese manufacturers stepping in to get Muscovites from A to B amid sanctions
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4
Russia Trip Report - Economic Insights and Other Titbits (Part 1)
Notes on the current state of play for air travel in Russia and China on my journey to Moscow
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2
The Looting Machine – An Insightful Read into the Shady World of Resource Extraction in Africa
Unveiling the Dark Side of African Investment: Tom Burgis' Cautionary Tale of Local Powerbrokers and Multinationals
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Pyramids and Pagodas
Will the Recent Pivot in Turkey’s Monetary Policy Halt the Lira’s Downward Spiral?
Interest rate hikes provide tentative relief for investors disappointed by the country’s anti-climactic growth story, but deeper and more painful…
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As Investors Clamor for NVIDIA, a Look Further Afield Into AI Plays
Asian companies with strategic AI initiatives and exposure offer buying opportunities at lower valuations to US peers despite market volatility
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Pyramids and Pagodas
Aneka Tambang (ANTM.JK) - Indonesian Nickel and Gold Producer Poised to Cash in on EV Thematic and Onshoring of Metals Supply Chain
Watch now (41 min) | A Deep Dive on a Key Beneficiary of Indonesia’s Recent Efforts to Establish a Full Battery and EV Supply Chain Domestically in the…
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4
Ep 4. Indonesia Macro - Onshoring of Minerals Refining Creating Global EV and Battery Manufacturing Hub?
Listen now (31 min) | An overview of the country’s economy and ambitions to become an EV and battery manufacturing hub.
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Pyramids and Pagodas
Pyramids and Pagodas
Contextualizing Emerging Market Investment Opportunities with Geopolitical and Macroeconomic Thematic Analysis
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