EM Tech Allocations Blast Through All-Time Highs
Allocations in EM Tech stocks among active Global EM investors rallied to all-time highs last month. Average allocations hit 23.49% following...
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TSMC – Long TSMC Short Nvidia Looks Exceptionally Attractive
We believe Nvidia’s recent massive outperformance vs. the market and TSMC is unwarranted as it ignores risks to Nvidia's market position from a...
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Asia: The Year in Shorts
There have been large increases and decreases in short interest on stocks across HK, Japan, Korea and Taiwan over the year. We look at the biggest...
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Germany: Scholz-Led Traffic-Light Coalition to Redefine Left-Wing Pragmatism
The new coalition will borrow in 2022, & invest in a green, digital transformation over the next 5 years. Germany's large current account surplus...
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October Semi Revenues Released: Even Farther Above Trend
October semiconductor revenues set a record once again, making the 2021 semiconductor market one to remember. A collapse appears unlikely in the...
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