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...
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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...
385 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...
554 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...
478 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%.
406 Views