Tech Supply Chain Tracker (24-May-2024): China drills near Taiwan, market stable
Taiwan celebrates completion of offshore wind farm as China conducts military drills nearby; US tariff hike on Chinese goods to start; interview on...
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Tech Supply Chain Tracker (16-May-2024): Impact of US tariff hike on China's clean energy.
US tariff hike may impact China's clean energy industry competitiveness, while AT&S sells medtech PCB factory in South Korea and Samsung faces...
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Tech Supply Chain Tracker (06-May-2024): Samsung SDI boosts investment despite weak 1Q24.
Samsung SDI remains confident in future growth, UnaBiz makes big strides in energy efficiency for devices, and questions arise over China's...
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Market Thinking May 2024
Every year, for as long as we can remember, we have written a weekly or a monthly note with some variation of the ‘Sell in May’ trope, so we see no...
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CX Daily: How a China-built railway is connecting Ethiopia to the world
BRI / Cover Story: How a China-built railway is connecting Ethiopia to the world In the pre-dawn glow at the Akaki station just outside Addis...
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