In today’s briefing:
- Semiconductors. Key Indicator Updates, 2024 In Review, 2025 Forecasts
- Ohayo Japan | Fed Sticks to Rate Cut Outlook Amid Trade Tensions
- #121 India Insight: PepsiCo Expands, Rafale Boost for Navy, India to Be 3rd Largest Economy
- Steel: New Safeguard Measures Imply Outperformance Could Continue.
- Tech Talk: The “Death” Of Windows 10 What Will People Do? Will It Cause a PC Upgrade Cycle?
Semiconductors. Key Indicator Updates, 2024 In Review, 2025 Forecasts
- Global semiconductor sales for the month of January 2025 hit $56.5 billion, an increase of 17.9% YoY, but down 1.7% MoM
- TSMC is also off to an excellent start in 2025. YTD revenues through February are up 39.2%.
- 2025 Semi forecast? Think 2024 without the memory boom and way more volatility
Ohayo Japan | Fed Sticks to Rate Cut Outlook Amid Trade Tensions
- Stocks rallied Wednesday as the S&P 500 rebounded further from its recent correction, driven by the Fed maintaining its outlook for two rate cuts in 2025
- SK On has secured a contract with Nissan to supply on-board batteries for electric vehicles at its US plant.
- Seven & i Holdings has signed a non-disclosure agreement with Canadian retailer Alimentation Couche-Tard and others regarding the potential sale of its US convenience stores
#121 India Insight: PepsiCo Expands, Rafale Boost for Navy, India to Be 3rd Largest Economy
- Pepsico Inc (PEP US) plans to scale its snacks and food business in India by customizing products for regional tastes and promoting innovation.
- India is projected to become the world’s third-largest economy by 2028, driven by reforms, consumption, and infrastructure growth.
- India finalizes a $7.6 billion deal for 26 Rafale M jets, boosting naval air power and strengthening Indo-Pacific deterrence..
Steel: New Safeguard Measures Imply Outperformance Could Continue.
- On March 19, 2025, India’s Directorate General of Trade Remedies (DGTR) recommended a 12% provisional safeguard duty on imports of certain steel products for 200 days.
- Past measures have produced mixed results but given the massive expansion plans of most large steel majors they have been aggressively lobbying for its implementation.
- Outperformance to continue? JSW Steel Ltd (JSTL IN),Tata Steel Ltd (TATA IN) ,Jindal Steel & Power (JSP IN)have significantly outperformed benchmark Nifty over the last 6 months despite weak earnings.
Tech Talk: The “Death” Of Windows 10 What Will People Do? Will It Cause a PC Upgrade Cycle?
- The “death” of Windows 10 refers to the end of its support life cycle, which Microsoft has set for October 14, 2025.
- Essentially, while Windows 10 will continue to function on existing devices, it will become increasingly vulnerable to security risks as new threats emerge and are not patched.
- Microsoft is offering an Extended Security Update (ESU) program.
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