Wrap Asia

Walmart's ad biz offers better risk-reward than Costco's premium valuation. WMT's 37% ad growth beats COST's 53x P/E.

MercadoLibre eyes loan book sales for fintech growth; AI aids credit scoring. Stock targets 35% upside.

Bitcoin faces $82K sell wall amid oil surge & Fed fears. Returns hinge on inflation & easing.

VBR returned 31.9% vs IJJ's 26.5%, with VBR's lower fees boosting value.

RCL faces earnings with mixed signals: revenue up 13.3% last qtr, but peers like AAL surged 5.2% on results.

US gas glut looms as exports surge. Permian supply cuts 2027 prices despite LNG demand.

4% rule faces inflation/longevity risks. Adjust withdrawals for market swings to avoid sequence-of-returns risk.