GEM Weekly (18 Feb 2022): Chinese Inflation; TSMC, SK Hynix, Indian App Ban, Tencent, Alibaba
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Potential Semiconductor Supply Chain Crisis if Russia Invades Ukraine?
We discuss the potential impact on the semiconductor supply chain if Russia invades Ukraine. Many semiconductor manufacturers rely on Russian and...
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DRAM Market Poised for Steady Growth in 2022
DRAM makers posted a small 6% Q/Q revenue decline in Q4, but gave an outlook for solid 2022 growth after growing 41% in 2021. This seems to be a...
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Screening for GEMs: February 2022
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
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FnGuide TIGER Top 10 Rebalancing: LG Energy IN & Celltrion OUT
This post previews the upcoming rebalancing of the FnGuide Top 10 Index (TIGER ETF, KS 292150), whose AUM currently amounts to ₩1T. At this point,...
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