Long Lumpia

Why I bought the Philippines ETF last week

May 15, 2025

∙ Paid

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The Dollar

I zoomed in today to show the recent bounce in the Dollar.

The Scoreboard

Poland looked sporty YTD 20% ago - what a beast. Exactly nobody had Austria crushing 2025. Which guru called for a 30%+ first half from Chile? You get the idea.

Interesting Data

India - INDA 0.00%↑

Another nice inflation print for India.

China - FXI 0.00%↑

Credit and money supply remain stuck in China.

Interesting News

China - FXI 0.00%↑ & LatAm - ILF 0.00%↑

Good read from the FT on Xi courting LatAm rather directly right after the US backed down on trade. This after a lot of folks have asserted that the US is rather serious about Monroe 2.0 - so what next?