bullish
GEMWeekly (18 Oct 2024): Further Chinese Stimulus; China Macro Data; TSMC, Alibaba, Baidu
281 Views20 Oct 2024 09:00
SUMMARY
- The Global Emerging Markets Weekly summarises the key news and related developments impacting the largest countries and constituents of the Global Emerging Markets equity indices.
- Macro data points: Chinese inflation, net exports, GDP growth, industrial production, and retail sales data.
- Companies mentioned:Taiwan Semiconductor (TSMC) (2330 TT), Alibaba Group Holding (9988 HK), Baidu (9888 HK)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
- Active GEM Funds: Positioning Chart Pack19 Nov 2024
- GEMWeekly (1 Nov 2024): China New Home Sales Growth; South Korea Macro; Alibaba, TSMC, PDD02 Nov 2024
- GEMWeekly (11 Oct 2024): China NDRC Underwhelms; South Korea Macro; Tencent, Baidu, Samsung12 Oct 2024
- GEMWeekly (4 Oct 2024): Chinese Property Stimulus; South Korea Macro; NIO, ByteDance, Airtel, SEC05 Oct 2024
- GEMWeekly (20 Sep 2024): China Macro Disappoints; Samsung, Xiaomi, Tata21 Sep 2024
x