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  POINT The U.S. dollar's rally has paused , leading to renewed capital inflows into emerging-Asia stocks. Trump’s tariffs are less aggressive than expected , easing investor concerns. $700M flowed into Asian emerging markets (excluding China) in the last five days , reversing seven weeks of outflows. The MSCI Emerging Asia ex-China Index rose 1.8% last week , still undervalued at 15x forward P/E vs. 22x for the S&P 500 . AI-driven optimism and rate-cut expectations further support the region’s recovery. Details: Why Are Global Investors Buying Emerging-Asia Stocks Again? source : bloomberg 1️⃣ Weaker Dollar Boosts Emerging Markets Bloomberg’s Dollar Index has dropped over 3% from its February peak , → A weaker dollar reduces import costs for emerging economies and → Gives central banks more flexibility to cut interest rates and boost growth. 2️⃣ Trump’s Tariff Threats Are Easing Earlier this month, Trump proposed 25% tariffs on Canada & Mexico , but later delayed them ...

  POINTS dLocal (DLO) is a global fintech company enabling e-commerce payments in emerging markets. Despite an 81% decline from its all-time high, revenue has grown 600% since its IPO. Total Payment Volume (TPV) increased by 41% in 2024, with revenue up 13%. Currently valued at 27 times free cash flow (FCF), suggesting potential undervaluation. Key clients include Amazon, Spotify, Uber, and Netflix. Details source : pixabay(payment) dLocal (NASDAQ: DLO) Overview Business Model Operates in emerging markets (Latin America, Africa, and Asia), offering 900+ payment options to over 2 billion consumers . Facilitates payments for global enterprises without requiring international credit cards. Before dLocal, customers without international credit cards faced challenges making purchases , but dLocal enables local payment processing. Major Clients Amazon, Spotify, Uber, Shopify, Netflix , and other global companies. Revenue and Financial Growth 600% revenue growth since IPO in 2021. Total...