Pyramids and Pagodas
Pyramids and PagodasContextualizing emerging market investment opportunities with geopolitical and macroeconomic thematic analysis - follow us on X @Decipherintl
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 54 | Subscribers | Read | pyramidsandpagodas.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Shandong Trip Report – Finding value amid sawdust and subsidies
From baijiu diplomacy to boardroom arbitrage, and finding a potential outperformer in China’s bloated wood panel board industry
Musings to multi-baggers and mercifully few lemons: A review of all our picks to date
An unfiltered lookback on three years of emerging market investment write-ups – hits, misses and why each piece mattered
Hutchison Telecom (0215.HK) – Dialing up value in a discounted recovery call with decent yield
Strong cashflow, defensive yield, and organic growth initiatives position Hutchison Telecom for stable returns amid a recovering Hong Kong market
Asian defense and industrial winners in the Trump Era?
How shifting US policies could prove to be a boon for certain companies in Japan, South Korea, and Hong Kong
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Authors
The writers behind this newsletter.
Contextualizing emerging market investment opportunities with geopolitical and macroeconomic thematic analysis
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