Pyramids and Pagodas
Pyramids and PagodasContextualizing emerging market investment opportunities with geopolitical and macroeconomic thematic analysis
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 42 | Subscribers | Read | pyramidsandpagodas.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Why I travelled to Georgia during the anti-government protests of May 2024
In May 2024, Desertfox spent two weeks in Tbilisi, the capital of Georgia as well as surrounding rural areas.
Manila Trip Report – An emerging Pacific Tiger? (Part 2)
Initially planned around meeting a Chairman of an exciting listed company (to be covered separately), Altraman’s recent trip to Manila quickly morphed into a slew of meetings with other enterprises. His final stop was at Solaire Resort & Ca...
Manila Trip Report – An emerging Pacific tiger? (Part 1)
Initially planned around meeting a Chairman of an exciting listed company (to be covered separately), Altraman’s recent trip to Manila quickly morphed into a slew of meetings with other enterprises. His first stop was the Philippines Stock ...
GDS Holdings (GDS.O; 9698.HK) – Leading operator of data centers in China and Southeast Asia
This brief is co-authored with @valuesalon, a former PE analyst with deep China internet and data center experience.
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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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