Son Phan
Utilities, Natural Rubber @ Rong Viet
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- 1 Weekend Reading/Global MMT: Just an obscure theory or a nuclear rocket leaving emerging markets behind?
- 2 Company Analysis - Commissioned/Iceland Arion Bank: Iceland's tech-savvy capital return story
- 3 Strategy Note/Global SPAC indigestion in the US, and Asia on the march
- 4 Macro Analysis/Nigeria Nigerian naira devaluation and OMO reform still woefully inadequate
- 5 Strategy Note/Global Emerging-Frontier Equity Monthly, February: US yields help Commodities beat Tech