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No. of Recommendations: 2
Hi Dorset,

Thank you for introducing it to the board.
I've been considering for a while but eventually the insatiably of the region and its currency risk just scare me away.
You can clearly tell from the huge difference of their USD basis growth and their FX neutral basis growth.
If those are not your major concerns, maybe you can even consider SEA, a south east Asia based E commerce company. They also own Garena, one of the largest online gaming platform in the world.
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