Islam, Terror, Politics and Oil - Third & Final Part
Align yourself with the Qatar government, $200bn in GDP, $200bn in assets for 200,000 civilians who own 96% of the stock market. Qatar Investment...
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MACRO TAKE: In from the Cold of Mother Russia
KVP highlights key data points from recent subzero Moscow trip Things have to get a whole lot worse before they get better Oil back at $100 is...
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Islam, Terror, Politics and Oil - Part 1
Align yourself with the Qatar government, $200bn in GDP, $200bn in assets for 200,000 civilians who own 96% of the stock market. Qatar Investment...
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VNG (VinaGame): The Only Tech Unicorn In Vietnam
VNG filed for a US listing last week. The investment thesis of the company remains more or less the same as what we highlighted in this note.
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