Taiwan AI Conference Slides, Nvidia Fraud Hoax, Huawei, ARM IPO, and Intel
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Xiaomi: Margins to Remain Under Pressure with Premiumisation and Investment in EV (Quantamental)
Our quantamental reveals Xiaomi's smartphone GPM is strongly correlated with sales volume. We expect margins to remain stressed due to...
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CX Daily: How AstraZeneca’s China Fraud Was About More Than Greed
AstraZeneca / Cover Story: How AstraZeneca’s China fraud was about more than greed AstraZeneca Plc is facing a setback in China as a three-year...
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GEMWeekly (1 Nov 2024): China New Home Sales Growth; South Korea Macro; Alibaba, TSMC, PDD
The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global...
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CX Daily: EU Tariffs on Chinese EV Imports Get Final Nod
EVs / EU tariffs on Chinese EV imports get final nod The European Commission has given final approval to extra import tariffs on electric vehicles...
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