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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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Pyramids and Pagodas
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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Pyramids and Pagodas
4
August 2023
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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Pyramids and Pagodas
2
July 2023
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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Pyramids and Pagodas
June 2023
May 2023
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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Pyramids and Pagodas
4
February 2023
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
January 2023
2022 Roundup and Key Trends Going Forward
Saudi Arabia Accepts “the Chinese Bid”; Xi and Partners Paving the De-Dollarization Path
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Pyramids and Pagodas
December 2022
Chinese Companies’ Role in Egypt’s Renewables Push and a Look at China Jushi (600176.SH)
Background on Egypt’s renewable energy drive and the role of Chinese companies in this, and a high-level look into Jushi’s fundamentals as a renewables…
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Pyramids and Pagodas
November 2022
PAX Global (0327.HK) - An Undervalued Chinese POS Manufacturer with Significant Growth Runway in Emerging Markets
Watch now (50 min) | A Deep Dive on HK-listed Small Cap and Global POS Leader
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Pyramids and Pagodas
21
October 2022
Overview and takeaways on Chinese commercial activity in the Middle East and beyond #9
1 Sep - 30 Sep 2022
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Pyramids and Pagodas
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