In today’s briefing:
- The GLP-1 Landscape in Asia
- Japan Weekly | Stocks Lower but Global Economy Remains Strong
- GEMWeekly (5 Apr 2024): China, South Korea Macro; Xiaomi, TSMC, NIO, SK Hynix
The GLP-1 Landscape in Asia
- The obesity problem has escalated at an alarming rate in Asia.
- Expect strong growth for GLP-1s over the next few years, however, companies that produce next-generation drugs will take the lead.
- The significant increase in newly approved drugs will result in margin pressure – pricing will be key.
Japan Weekly | Stocks Lower but Global Economy Remains Strong
- US stocks recovered on Friday after a blow-out US jobs report. However, US 10 year yields ended the week up 19bps at 4.4%
- Japanese stocks sank for a second week as tech stocks came under selling pressure
- The 10% move in Sumitomo Metal Mining on higher copper prices highlights strength in global economy and perhaps sign of renewed growth in China
GEMWeekly (5 Apr 2024): China, South Korea Macro; Xiaomi, TSMC, NIO, SK Hynix
- 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:China PMI, South Korean exports, and inflation.
- Companies mentioned:Xiaomi Corp (1810 HK), Taiwan Semiconductor (TSMC) (2330 TT), NIO (9866 HK), SK Hynix (000660 KS)
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Data and News
- ✓ Events & Webinars
