GEMWeekly (28 Jul 2023): South Korea GDP; Alibaba, Samsung SDI, Tencent, TSMC, Ant, Meituan
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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United Microelectronics: Underperform; Exposed to China Competition Avoiding Tech Restrictions
We are concerned by UMC’s high exposure to more mature technology nodes, limited exposure to AI, and vulnerability to China competition forced to...
305 Views
China Technology – Implications of TSMC 2Q23: Slower 3Q and China Recovery
TSMC unveiled an in-line 2Q23 results but guided slow 3Q recovery due to longer inventory correction and China weakness despite stronger AI demand.
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The Weekly Market Monitor (29) - The Moment of Truth?
The US labor market remains uncomfortably tight, keeping bond yields high, providing massive pressure on overvalued Big Tech stocks to deliver on...
281 Views
Voltronic Power: Rising Up the Ranks
Ownership levels in Voltronic Power Technology rise to record levels as EM funds open new positions. It now stands as the 7th most overweighted...
432 Views