I am sharing 2 reports I wrote. The first details an investment theme I am focusing on over the next 5 years. I believe that the past decade of US asset inflation will reverse, with further declines in the most frothy areas of the market such as tech, and the resurgence of areas such as value. At the same time, I believe specific emerging/frontier markets with certain characteristics stand to benefit. In the report (it’s way too long to be a substack), I cover a few things that may be of interest:
Check out https://tamerlane.substack.com/ which is focused on Uzbekistan and does weekly news round ups plus "AFC Uzbekistan Fund" has a good newsletter for their fund: https://www.asiafrontiercapital.com/afc-funds/afc-uzbekistan-fund/afc-uzbekistan-fund-blog.html