Asia Shorts: HKEX, Mengniu, Kuaishou, AIA, Sharp, Yaskawa, Kumho, HMC, Celltrion, TSMC, Yang Ming
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
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Global Emerging Markets Weekly: 30 July 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
219 Views
Intel: Changing Names Doesn’t Accelerate a Roadmap
Intel held a technology roadmap update yesterday...the key changes were literally in name only. We'll believe Intel jumping 5 nodes in 4 years when...
184 Views
China Semiconductors: Rising up the Ranks
China managers continue to increase their Semiconductor exposures. Average fund weights stand at a record 3.20% with a new high of 73.3% of funds...
238 Views
Intel 2Q21: Where Do Margins Go?
Intel's growth and margin picture is still deteriorating. We think the proposed acquisition of Global Foundries may accelerate Intel’s demise.
174 Views