Hedgehogs in the Fog
Hedgehogs in the Fog, Ivan Ortega (Seliman Frazesam)About economics, policy, trade, and investment in Emerging Markets
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
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| Issues | 6 | Founded | 2 months ago | Last Issue | 3 days ago |
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hedgehogsinthefog.substack.comLatest Issues
Nu Holdings Ltd
Initiation of Coverage, 19 July 2026
Nu Holdings Ltd is the world’s largest digital bank, compounding a maturing customer base at the lowest cost to serve in global consumer banking, while a war-driven Brazilian rate shock has taken the mu...
Turkish Insurance Sector
Parts I, II and III of our primer pieced together a macro outlook for Türkiye as a mosaic of conclusions. Our view is that positive real policy rates held deliberately, for longer than the disinflation trajectory alone would imply, with for...
Turkey Primer, Part III
As per usual, our takes upfront:
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We believe that the “easy part” of inflation has already been mitigated, so we should expect higher rates for longer;
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In a period of high rates we don’t recommend banking on domestic consumption of d...
Long Hesai Group (HSAI) - the Eyes of Physical AI
Hesai Group (NASDAQ: HSAI / HKEX: 02525) is the world’s leading LiDAR manufacturer, founded 2014, headquartered in Shanghai. It designs and manufactures 3D LiDAR across three end-markets: passenger-vehicle ADAS, autonomous mobility (robotax...
Turkey Primer, Part II
Part I concluded that the CBRT had returned to inflation targeting (albeit with a Taylor rule inflation coefficient still below unity), that maintaining the lira afloat is a key part of the policy mix, and that a credibly orthodox central b...
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Authors
The writers behind this newsletter.
Emerging Markets economic and investment analysis by two economists. In the sea of AI slop, we bring you institutional-level models that guide our capital allocation.
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