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Pyramids and Pagodas

Pyramids and Pagodas
Contextualizing EM Investment Opportunities

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10 Jul 2024 18:39Syndicated

Manila Trip Report – An emerging Pacific Tiger (Part 2)

In the vibrant Philippine gaming industry, we found one casino operator particularly poised to capitalize on the growth story.

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13 Jun 2024 06:50Syndicated

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...

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03 Apr 2024 06:30Syndicated

As Predicted, TCL Electronics (1070.HK) Wows with 2023 Results

Spirits were high as we attended the TCL Electronics (1070.HK ) (“TCL”) investor conference last Thursday (28 March) at the Shangri-La in Hong...

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18 Mar 2024 06:44Syndicated

TCL Electronics (1070.HK) – a Rising Star in the TV Business

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.

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bullishDada Nexus
02 Jan 2024 10:09Syndicated

Dada Nexus (DADA.OQ) – Leading Chinese On-Demand Retail Platform Accelerates on Significant Runway

Dada Nexus Limited (DADA.OQ) (“Dada”), with a market cap of USD 869.9 million, is one of China’s leading on-demand retail platforms holding around...

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