Dr. Semiconductor
Dr. Copper has the moniker of the global economy's health as the essential metal used in almost every fixed asset investment (FAI) and...
282 Views
GEM Weekly (1 Jul 2022): Asia PMI; Prosus, Tencent, JD.com, Samsung Electronics, GlobalWafers
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
376 Views
Taiwan Moves to Top Underweight, Tech Overweight Risk
A recent shift in momentum has pushed Taiwan to the largest country level underweight in the Asia Ex-Japan region, with the Technology sector one...
546 Views
MSCI China Funds: Semiconductor Growth Stalls
With near record overweights and stalling ownership growth, active China managers should consider whether overweight Semiconductors is the right...
474 Views
Asia: Global Investors Lose Faith
Global managers are at their lowest ever allocation in Asian equities. From a peak of over 17% in 2018, average exposure has fallen to just 12.94%.
400 Views