Introduction to Asia's fertiliser industry
Halfway through a fertiliser bull market. Valuations multiples differ from country to country. Estimated reading time: 22 minutes
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Emerging market indices are flawed
Momentum-driven, concentrated, dilutive and with risk of front-running
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Samart Aviation (SAV TB)
Cambodia air traffic monopoly at 11.4x P/E and an 8.2% dividend yield
