Semiconductor Surge: GEM Managers Hit Max Exposure
Global EM managers have increased Semiconductor exposures to their highest levels on record. Taiwanese and South Korean Semiconductor overweights...
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Taiwan - Bank Stocks See Short Covering
Total short notional in Taiwan stocks is TWD 250,396 mm (~US$8.36 bn) as of 10 January 2020. Over the week, the largest short positions were put on...
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November Semiconductor Stats Good, But China Inventory Build May Be Misleading
Monthly chip revenues declined slightly in November, according to the SIA. This SmartKarma Insight examines recently-reported industry revenues to...
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MSCI ACWI, STOXX 600 Breaking Out, Adding Fuel for Further U.S. Equity Market Rally
In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive...
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Taiwan - 2019 Short Interest Recap
Using the TWSE short data report released daily, we take a look at the short interest on Taiwan listed names for the year. For stocks with short...
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