Screening for GEMs: April 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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Major Taiwanese Players in the Electronics Supply Chain: Slowing Demand for Consumer Electronics
In this insight, we discuss about the major Taiwanese players in the electronics supply chain that could be impacted by the the slowing demand for...
391 Views
GEM Weekly (18 Mar 2022): Chinese Monetary and Macro Data; JD.com, Hon Hai, Tencent, MediaTek
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
249 Views
Semiconductors: Record Allocations Among High Growth EM Managers
Semiconductor exposure hits record highs among EM aggressive growth managers. Remain the largest industry group holding and the largest overweight...
241 Views
TSMC (TSM.US; 2303.TT): ASP Lifting Hasn't Decided Yet; QCOM Moves Back High-End Smartphone 8 Gen 1
TSMC is still considering 1) at what time and 2) what technologies to further raising wafer price now. Qualcomm has come to the 2nd client because...
617 Views