TMT Weekly: 3 Things that Stood Out the Week of August 20, 2021
This week we take a look at Palantir's gold purchases, Intel's proposed capex spending, and Amazon's entrance into the Department store...
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China Semiconductors: Rising up the Ranks
China managers continue to increase their Semiconductor exposures. Average fund weights stand at a record 3.20% with a new high of 73.3% of funds...
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Active Asia Ex-Japan Q2 Performance Review: Taiwan Tech Drives Returns, but Indonesia Costly
Average active fund returns of 6.75% match the iShares Asia Ex-Japan benchmark, with 50.8% of funds outperforming on the quarter.
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TWSE Foreign Holding Weekly (Jul 12th): Umc, Alchip Tech, Quanta Computer, Chung-Hsin, TSMC
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in Umc, Alchip Tech, Quanta Computer, Chung-Hsin,...
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Play the Hand You're Dealt; Bullish Outlook Intact; Remain Overweight Large-Cap Growth; Tech Buys
Play the Hand You're Dealt; Bullish Outlook Intact $SPX $QQQ $IWM; Remain Overweight Large-Cap Growth $IWF $NVDA $AVGO $TSM $AMD $ASML $AAPL $MSFT...
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