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Why I travelled to Georgia during the anti-government protests of May 2024
Taking a look back at a trip during a tumultuous time, the country’s investment horizons, and some interesting stocks along the way
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Pyramids and Pagodas
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Manila Trip Report – An emerging Pacific Tiger? (Part 2)
Casino operator bets big on continuing its winning streak in the country’s burgeoning gaming market
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Pyramids and Pagodas
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Manila Trip Report – An emerging Pacific tiger? (Part 1)
Exploring the ground truths Southeast Asia’s fastest growing economy and unearthing investment gems amid Manila’s madness
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Pyramids and Pagodas
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GDS Holdings (GDS.O; 9698.HK) – Leading operator of data centers in China and Southeast Asia
GDS’ stock has been dragged down by weak growth in China and an overextended balance sheet, but management is on track to achieve positive cash flow and…
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Pyramids and Pagodas
Ep 7. Uzbekistan – Emerging from the shadows of obscurity and onto investors' radars
Scott Osheroff, CIO of the Asia Frontier Capital Uzbekistan Fund tells us of a booming stock market, bold reforms, and easy access for retail investors
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Pyramids and Pagodas
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1:02:25
As predicted, TCL Electronics (1070.HK) wows with 2023 results and continues push into high-end products
Sales up in lucrative large TV segment, with supplementary income streams showing healthy growth
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Pyramids and Pagodas
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Pax Global (0327.HK) 2023 results disappoint but show promise in some areas
Shares flat despite revenue and profit miss, while margins land at the top-end of guidance with management seeking to return more value to shareholders
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Pyramids and Pagodas
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TCL Electronics (1070.HK) – a rising star in the TV business
Vertical integration and surging emerging market sales have allowed the Hong Kong-listed manufacturer to leapfrog established Korean and Japanese rivals…
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Pyramids and Pagodas
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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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