GEMWeekly (11 Aug 2023): Indonesia, China, Philippines; Paytm, Ant, Nvidia
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
379 Views
Taiwan Tech Weekly: U.S. Announces New Bans on Investment into Chinese High Tech Industries
Also, Elan Microelectronics and ChipMOS reported strong results. The two companies represent two Longs to consider, we still see upside.
306 Views
AMD. Doubling Down On AI Acceleration
AMD Q2’23 revenues $5.4 billion, $100 million above the guided midpoint, flat sequentially but down 18% YoY. There's a lot riding on MI300 launch...
332 Views
SoftBank Plans to Complete IPO of Arm in September on NASDAQ
On 8 August, Nikkei Asia reported that Arm plans to complete its IPO on NASDAQ in September in a deal expected to be worth more US$60 billion or more.
325 Views
China TMT Update-XPEV/NVIDIA/BEKE/ATAT-Xpeng ADAS Head to Join Nvidia/Surge of Hotel ADR
XPEV/NVIDIA: Xpeng ADAS head to join Nvidia ( - /+);Zhengzhou announced 15 supportive policies on real estate industry; the supply shortage...
267 Views