Global Equity Positioning: Macro Overview. Raising EU Overweights, Taiwan Vs India, UK Decouples
In our Macro Overview of Global fund positioning, we cover the following: Managers raise EMEA Overweight, hit max underweight in US. Taiwan key...
346 Views
The COVID-19 Pandemic and Semiconductors
The COVID-19 pandemic has caused profound business shifts,
536 Views
Semis Moving from Inventory Build to Inventory Digestion
Recent announcements have indicated that the semiconductor market is migrating from a period of strength from an inventory build-up to softer...
336 Views
WSTS Reports June Semis: Lessens M/M Decline by Restating May
WSTS has released its June semiconductor revenue figures, revealing a month-month revenue decline of 0.3% from May.While this indicates that the...
291 Views