Emerging Market Overweights Series. Part 3: Taiwan Tech
Taiwan Technology stocks have seen allocations skyrocket in active EM portfolios. We analyse the drivers behind the move, the key conviction...
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Asia Currencies and Commodities Insights
By Macro Hive SGX Asia Currencies Insights Moderate CNH appreciation continues despite bout of dollar strength. Rupee remains rangebound...
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Intel. Will A Return To A Grovian, Maniacal Execution Style Save The Day?
Intel's incoming CEO is promising a return to a "Grovian, maniacal execution" style. What exactly is this and is it what Intel needs at this time?
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Intel: Are We Sure Gelsinger Is the Best Choice? Maybe Its Time for a Government Bailout.
Pat Gelsinger is being hailed as the perfect fit for Intel CEO, but his track record managing VMWare hasn't generated good returns for investors.
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Asia Short Interest: Tencent, Xiaomi, GCL Poly, Mobile, BYD, Lasertec, Advantest, Celltrion, Largan
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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