Positioning Watch – Turmoil in Markets Is Returning
Hello everyone, and welcome back to our weekly positioning watch. The divergence between market-cap weighted and and non market-cap weighted...
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May Themes and Thematic Portfolio Review
We review overall market performance, our investment themes, highlighting additions and substractions in the thematic portfolio.
311 Views
Taiwan Tech Weekly: Computex & Apple WDC Imminent; Apple Releasing New AI Voice Interface for IPhone
Key events this week include Computex, Apple WDC, and Taiwan revenue releases. Apple is revamping Siri to create a voice-based AI interface for the...
493 Views
TechChain Insights: Call with ChipMOS, Memory and Display Markets Color
Management sees 1Q24 as the bottom for memory and display markets, with clients increasing utilization. Expectation for stronger large display...
379 Views
Positioning Watch – AI (NVIDIA) is overshadowing everything else
Hello everyone, and welcome back to our weekly positioning watch. Equities have been dragged higher over the past week after NVIDIA published yet...
1.2k Views