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Diego Navarro
The world's best investments aren't on Wall Street.
Emerging Markets
Frontier Markets
Geopolitics
Demographics
9.8K followers
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Diego Navarro
34
Total Ideas
65%
Win Rate
+28.60%
Avg Return
9.8K
Followers
Vietnam: The Next Asian Tiger Is Already Running
Vietnam combines the demographics of a young population, the manufacturing shift from China, and a government actively courting foreign investment. This is the most compelling emerging market story of the decade.
Emerging Markets
equities
long-term
vietnam
emerging-markets
demographics
8906718
The Latin American Fintech Revolution You're Missing
Latin American fintech is solving massive financial inclusion gaps with mobile-first products. The addressable market is enormous, adoption curves are accelerating, and valuations haven't caught up to the opportunity.
Emerging Markets
equities
medium-term
fintech
latin-america
emerging-markets
7205412