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
SGX Asia Currencies and Commodities Insights
By Macro Hive SGX Asia Currencies Insights We turn neutral CNH ahead of the 6 July deadline for the US tariff review and the reduced...
632 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