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Pyramids and Pagodas

Pyramids and Pagodas

Contextualizing emerging market investment opportunities with geopolitical and macroeconomic thematic analysis

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

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2 months ago

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Last week, Pax Global (0327.HK, “PAX”) hosted their FY23A earnings call, coinciding with the release of their results for the year. We wrote about the Company in November 2022, prior to the release of their results for that year, which were...

2 months ago

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TCL Electronics Limited (1070.HK) (“TCL”), with a market cap of HKD 7.57 billion (USD 968 million), is not your ordinary Chinese TV manufacturer. TCL focuses on mid-to-high end audio/video products like miniLED, QLED, Android, and smart TVs...

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  • Pyramids and Pagodas

    Contextualizing emerging market investment opportunities with geopolitical and macroeconomic thematic analysis

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