Among more than 200 applicants we found our new Junior PM. Congratulations, and a big welcome to you Simon. Looking forward to working with you and see you develop within Tundra Fonder !⭐️ I am positively surprised, and encouraged, by the large number of very strong

Based on the July numbers #Srilanka looks set to reach at least 2 million tourist arrivals this year, up from 1,5 million in 2023 and vs 2,3 million record (2018; source: Bloomberg). Well deserved recovery👊🇱🇰

#Bangladesh is going through a "tear down, and rebuild-phase". Opinions can be likened with a tug-of-war between those that fear chaos, and those hopeful of a new beginning. Two new chairs were filled today. Dr. Mansur was appointed CB Governor, and Dr. Masrur chair of BSEC

Given that #India is one of few #EmergingMarkets that has managed to keep up with S&P500 over the last 5 years, this graph is slightly surprising. Foreign share of Indian equities at decade low. Source: ICICI

Having just gone through (hopefully) another country's cumbersome visa process I can tell this will help to promote tourism for #SriLanka. dailymirror.lk/top-story/Sri-…

#SriLanka presidential election on September 21st. Market nervous for the potential "risk" of left candidate Dissanayake winning. Most likely no candidate will get 50% of votes in the first round and that someone else than Dissanayake wins in a second. But looks tight.

Possibly easier times ahead for Alibaba, after 3 pretty tough years. #China #EmergingMarkets bloomberg.com/news/articles/…

Whether this particular story is true, I don't know. But #India and #Russia increasing their trade 5x since the outbreak of the war is. A reminder that developing nations will take the decisions they believe serve them better, once strong enough. #EmergingMarkets, as defined

Second road trip as an EV owner and I’m not impressed. Major challenge in Sweden with malfunctioning charging stations, and finding the ones that actually work properly. Causes significant delays. Only acceptable experience so far is Ionity. Consumer convenience needs to

Another decent month, where a few forgotten stocks came alive🚀 #Bangladesh and #Philippines standing out as winners, after a few difficult years. #EmergingMarkets #FrontierMarkets

Shanghai Composite vs S&P500 as far back as Bloomberg allows (USD). #China #EmergingMarkets #FrontierMarkets

3 years behind now, probably means #China has caught up also in this area before end 2025. #EmergingMarkets kr-asia.com/chinas-chip-ca…

Recall when US argued the risks of #China EV industry copying western technology? Tables have turned. #EmergingMarkets economictimes.indiatimes.com/industry/renew…

A well-crafted summary of the short-selling report on Kaspi. Such reports can serve a valuable purpose by exposing market flaws that may have been overlooked. However, when authors intentionally mislead investors to drive down a stock's price for personal gain, it becomes a

#SriLanka Election 2024 election.dailymirror.lk/top-candidates…

Convincing win for leftist candidate Dissanayake in #SriLanka elections. Eurobond market takes an additional hit but bonds (and equities) have been on a downtrend since June. Many times political uncertainty is priced in mainly before the actual outcome, and regardless of

We haven't talked much about #Pakistan lately. Post a 100% bounce from the bottom there are less cries about armageddon from foreign strategists. Those who know us also know that our long-term case for Pakistan has never been about an imminent revaluation, impressive reforms or