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I linked to your post for my Monday EM links collection post: https://emergingmarketskeptic.substack.com/p/emerging-markets-week-october-28-2024 I don't think I have seen other Substackers, except maybe Douglas Kim's Korea focused Douglas Research Insights https://douglasresearch.substack.com/, cover SK Hynix although alot of funds own it and its a key semicon player...

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