Asian Equities: Twenty Inexpensive Consistent Compounders
Finding consistent compounders with steady earnings growth and excess returns is challenging, especially those that are reasonably valued. We...
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Tech Supply Chain Tracker (10-Dec-2024): LGES buys GM's plant post-Trump win.
LGES takes over GM battery plant, India advances AI ambitions, Samsung's One UI 7 Beta improves security, LG Electronics files for IPO in India,...
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Chinese Chip Firms Play Down Impact of New U.S. Export Curbs
Several companies in China’s semiconductor supply chain said new U. S. export restrictions aimed at crippling the country’s ability to produce...
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CX Daily: Amid China’s EV Boom, Conventional Carmakers Cry Foul
Cars / In Depth: Amid China’s EV boom, conventional carmakers cry foul As government support has been pivotal in the meteoric rise of new-energy...
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US Restriction on Semi Export to China Negative for All Equipment Makers, Naura, AMEC, ASML, TEL
New restrictions on equipment sales and Entity List additions impact semiconductor industry players, with mostly negative implications as SPE...
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