Global Emerging Markets Weekly: 22 October 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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GlobalFoundries IPO - Valuation
GlobalFoundries aims to list at a market cap close to $25bn and the presence of strong cornerstone investor support is a positive here but does...
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A Truce in Trade War?
USTR requested comments on potential exclusions of products of China subject to tariffs. We analyze the potential beneficiaries of this Sino-US...
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GLOBALFOUNDRIES IPO - Good Timing
Is this a good time for GLOBALFOUNDRIES to go public? Given the company's focus on older processes, and the market's current shortages, it seems...
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August Semiconductor Revenues Break Records Once Again
Once again the semiconductor market has set a new revenue record. Just-reported August revenues make it the highest month in history. There's no...
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