GEM Weekly (9 Dec 2022): China Inflation, South Africa GDP; JD Logistics, SEC, Naver, TSMC, NetEase
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
380 Views
Taiwan Tech Weekly: Hon Hai IPhone Plant Recovery, Nanya Slumps, Intel Foundry Potential in 2023
Intel & TSMC trade flattish last week -- Intel currently at UBS's TMT conference. Reuters reports that Hon Hai's Zhengzhou facility is recovering.
306 Views
The Innovation Portfolios - Week 2
We assess how the three portfolios did for the first two weeks since inception and discuss the case for inclusion of one stock each from the large,...
369 Views
GEM Weekly (2 Dec 2022): China RRR, Asian PMI Data, India GDP; Baidu, TSMC
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
384 Views
Intel Vs. TSMC Monitor: TSMC Outperformed Too Much Too Soon?
TSMC has outperformed by a historically extreme amount in just three weeks. Intel may attract value and contrarian buyers through year-end.
361 Views