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Rusal (RUAL.MM; 0486.HK) – Aluminium Steels Itself Against Challenging Conditions
Navigating short-term headwinds and leveraging greener production for future opportunities
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Russia Trip Report - Economic Insights and Other Titbits (Part 4)
Tales from the supermarket aisles: import substitution, the cashless economy and accessing Russian equities as a foreigner
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2
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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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
Contextualizing Emerging Market Investment Opportunities with Geopolitical and Macroeconomic Thematic Analysis
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