Emerging Markets Stock Positioning Chart Pack
The latest in stock ownership data among active Global Emerging Markets Equity funds. Most Widely Held, Over/Underweights, Unloved and Avoided...
416 Views
MediaTek (2454.TT): The Smartphone Demand Could Further Decrease in 2022.
MediaTek's revised downward smartphone delivery in 1Q22 earnings conference, but we think it could be revised down again by the end of July.
419 Views
UMC (UMC.US; 2303.TT): 3Q22 Order Is Full- The Demand from Asia Is Turning Weak, but US Is Stronger
We believe UMC's 3Q22 order is full, but the growth could be within 3% QoQ. Asian clients are turning weak, and US clients are getting stronger.
418 Views
Smartkarma Webinar | 2022 Semiconductor Outlook
Join our Webinar with Analyst Patrick Liao, who will outline his picks among Greater China semiconductor companies and explore the outlook for 2022...
1.1k Views
GEM Weekly (20 May 2022): Chinese Macro and Monetary Easing; Reliance, Infosys, TSMC, Huawei
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
344 Views