Taiwan Tech Weekly: China Micron Restrictions; Taiwan Benefit From 'Chip Tensions'; Nvidia Earnings
Nvida earnings this week -- We'll see if the AI leader can keep the market excited about AI's brave new world. Mediatek a potential future winnner...
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EM Strategy: MSCI EM Financials & Energy Improving-Overweight; Overweights: Taiwan, India, Mexico
MSCI EM Financials & Energy Improving -- Upgrading to Overweight; MSCI EM Technology remains an Overweight. Top Country Overweights: Taiwan, India,...
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The Innovations Portfolios - Week Twenty Six
The small-Cap (+4.1%) and midcap (+1.9%) portfolios continues to outperform respective benchmarks, but the willful omission of mega-tech names has...
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Korea: What Are Foreign Investors Buying & Selling?
Foreign investors have been buying stock in Korea and hold 32% of the KOSPI market cap and 8.5% of the KOSDAQ market cap. There is a big dispersion...
446 Views
Taiwan Tech Weekly: PC Market Bottoming, AMAT, Quanta Outperforms Peers, Samsung Tesla Meeting
Quant shares have surged post results, dramatically outperforming Apple and other key Apple suppliers. WiWynn shares crashed post results despite...
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