Taiwan Tech Weekly: Wave of Taiwan Earnings Plus AMD & Apple; AI Accelerating DRAM & PC Recovery
Wave of Taiwan earnings this week with Delta, Advantech, Innolux, Winbond, Realtek, Elan, ChipMOS plus others in Taiwan. Also -- We visited...
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Emerging Market Funds: Top-Down Positioning and Fund Flows Update
Asia underweight funds LATAM overweight. Asia’s ‘big 4’, account for 64% of the average fund. MENA region suffers from a lack of ownership, Tech...
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Memory Monitor: Our Site Visit to Micron's A3 Fab in Taiwan; AI Accelerating the Cycle Recovery
Memory names rallied sharply at the end of last week after SK Hynix affirmed that 1Q23 was the cycle bottom and AI-driven DRAM demand was...
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Taiwan Dual-Listings Monitor: TSMC Premium High & Short Interest Down; ASE Premium Precarious
TSMC's premium is trading at a historically high level after its recent results release, while ADR short interest has remained subdued.
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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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