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Investment Briefs

Quick takes and valuable insights into interesting emerging market opportunities and trends.
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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
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
Mongolia’s Khan Bank – Exciting Frontier Market Exposure via Japan
For this month’s focus piece, we travel away from the Middle East to another exciting frontier market being boosted by China’s rise – Mongolia. The…
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Pyramids and Pagodas
DiDi's brewing problems at home to put the brakes on overseas growth
News flow on Chinese ride-sharing giant DiDi Global (DIDI.N) caught our attention over the past two weeks following reports of a company-wide layoff…
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Pyramids and Pagodas
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