Glad to hear you bought the silver basket. A lot of overlap with my own. A question: What led you to give Kuya such a (relatively) high weighting at 5%?
Re Bank of Georgia: I haven't looked at it, but I would be mindful that Georgia was a huge beneficiary of Russians fleeing from the war and money flowing in to Georgian banks during 2022. Some will go back to Russia, some will use Georgia as a temporary base and will immigrate to more attractive jurisdictions, so there is definitely a one-off effect here.
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Glad to hear you bought the silver basket. A lot of overlap with my own. A question: What led you to give Kuya such a (relatively) high weighting at 5%?
Re Bank of Georgia: I haven't looked at it, but I would be mindful that Georgia was a huge beneficiary of Russians fleeing from the war and money flowing in to Georgian banks during 2022. Some will go back to Russia, some will use Georgia as a temporary base and will immigrate to more attractive jurisdictions, so there is definitely a one-off effect here.