GabGrowth | Substack

The Case for Investing in Emerging Markets

Why the Next Decade of Growth Belongs to Emerging Markets

Sep 25, 2025 • GabGrowth

Recent posts

Southeast Asia's Race for the Unbanked

From Monee's $9B loan book to Grab's 50M monthly transacting users and what it means for investors.

4 hrs ago • GabGrowth

Galaxy Digital: April 2026 Update

I first wrote about Galaxy in August 2025, while the stock traded at $24.

Apr 7 • GabGrowth

Portfolio Review (March 2026)

March 2026 Markets Review

Apr 1 • GabGrowth

My Thoughts on Grab's FoodPanda Taiwan Deal

I've had more time to think about this deal and also research more about Delivery Hero (parent of FoodPanda), and I've come to the conclusion that this…

Mar 26 • GabGrowth

dLocal Q4 2025 Earnings Review

Exponential Growth, But Margins Are Collapsing... Here Is Why I Believe The Market Is Completely Missing The Point

Mar 23 • GabGrowth

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