Memory Chip Market Setting Records
The memory markets: DRAM and NAND flash, are repeating their 2018 performance, with Samsung taking market share gains. Investors should have a look.
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2022 High Conviction: MediaTek, High Dividend Yield, Solid Fundamental Outlook, Strong Balance Sheet
In our 2022 High Conviction pick we revisit MediaTek, the world’s 4th largest fabless semiconductor company, its industry, fundamental outlook, and...
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Global Emerging Markets Weekly: 26 November 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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A List of Metaverse Related Stocks Which Could Be Included in the Next Metaverse ETFs Rebalance
In this insight, we provide 34 metaverse related stocks that are yet to be included in the metaverse ETFs in Korea and 10 stocks which could get...
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Korean Metaverse ETFs Rebalancing & A Sector Rotation into Semis?
Despite the tremendous surge in the Korean metaverse ETFs in the past five weeks, the metaverse ETFs have been underperforming relative to Samsung...
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