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Month: February 2018

News from the frontier…

February 17, 2018 One idea at a timeLeave a comment

Happy Lunar New Year! The 2018 first blog post was delayed due to the unexpectedly busy January and first half of February over in the Vietnamese equities space. Following 2017 massive gain of the VNINDEX, your author grew increasingly paranoid by the high valuation exhibited by top-class Viet companies. He then devoted the entire January… Continue reading News from the frontier…

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