2021 Year end review
This Pharma distributor is growing and very cheap
Thoughts on Energy and complexity bias
Coca Cola Femsa
Earnings updates: First Pacific/Mtn group/Jardine/Ab Inbev
CK Hutchison Holdings - Solid company - worth over 2 times its price
Singapore Medical group - Very undervalued high quality business
Losses in Emerging markets and Safety Rules
French Bakery small cap at 3 times Cash flow- Poulaillon
AB inbev - I don't know about next quarter but I feel good about the next decade
The Forgotten emerging market consumer.
A Review of David Webb's Portfolio in Hong Kong
First Pacific - South East Asia at a double bargain
Embotelladora Andina - Undervalued Inflation hedge.
Newlat foods. Another quality stock at a cheap valuation
Jardine Cycle and Carriage Presentation
MTN Group : Attractive despite political risks
An attractive Polish subportfolio
Consumer goods in EMs at <10 PE: Indofoods.
Emerging Markets stocks types
Lam Soon Hong Kong