In today’s briefing:
- GEM Weekly (20 Jan 2023): China Macro, House Prices; Didi, NetEase Alibaba, Tencent, Xpeng
- Is The Semiconductor Collapse Slowing?
GEM Weekly (20 Jan 2023): China Macro, House Prices; Didi, NetEase Alibaba, Tencent, Xpeng
- The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
- Macro data points: Chinese GDP growth, industrial production, retail sales, and house prices.
- Companies mentioned:DiDi Global (DIDI US), NetEase (9999 HK), Alibaba Group (9988 HK), Tencent (700 HK), XPeng (9868 HK)
Is The Semiconductor Collapse Slowing?
- The semiconductor revenue decline took a short break in October.
- Spot market prices for DRAM and NAND flash have slowed their decrease.
- These are signs that the current market collapse is slowing, although we haven’t hit bottom yet.
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