In today’s briefing:
- Ohayo Japan | Football Is Not Coming Home
- GEMWeekly (12 Jul 2024): Driverless Robotaxis in Shanghai; China Macro; Baidu, Samsung Electronics
Ohayo Japan | Football Is Not Coming Home
- The Dow closed above 40,000 for only the second time, finishing just over two points shy of a record high
- Mitsui & Co will invest 500 billion yen to raise its domestic data center assets to 1 trillion yen by 2030
- SoftBank acquired Bristol-based AI firm Graphcore Ltd, although the financial terms were undisclosed. Graphcore specializes in AI chips to rival Nvidia
GEMWeekly (12 Jul 2024): Driverless Robotaxis in Shanghai; China Macro; Baidu, Samsung Electronics
- The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
- Macro data points: Chinese CPI, PPI, imports, and exports data.
- Companies mentioned:Baidu (9888 HK), SAIC Motor (600104 CH), Samsung Electronics (005930 KS)
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