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bullish
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Thematic (Sector/Industry)
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20 May 2024 16:52
Silicon Wafer Q124 Review, CY24 Outlook & Earthquake Risk
Q124 wafer shipments 2,834 MSI, -5% QoQ & -13.2% YoY. Revenues of top 4 were $2.2 billion, -10.4% QoQ & -20.8% YoY. Siltronic makes a good hedge...
William Keating
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bullish
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Cross Asset Strategy
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20 May 2024 13:17
Active GEM Funds: Top-Down Country Positioning Latest
In this Top-Down Country report, we analyse regional and country allocations among the 355 equity funds in our analysis. Highlights from the report:
Steven Holden
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bullish
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Thematic (Sector/Industry)
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20 May 2024 09:00
GEMWeekly (17 May 2024): China, India, Malaysia Macro; NetEase, Kakao, Prosus, Naspers
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
Wium Malan, CFA
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bullish
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Cross Asset Strategy
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17 May 2024 10:05
Gold's Next Leg Up And Why It Matters
China continues to buy gold while it sells US treasuries at a record pace. In the first quarter, China sold $ 53B or US treasuries and agency...
David Mudd
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bullish
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Thematic (Sector/Industry)
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16 May 2024 16:10
Semiconductor Memory. Profits Return & Tailwinds Mount On Surging (& Very Similar) ASP Increases
Q124 DRAM revenue $18.2 billion, up 6% QoQ and up 88% YoY. NAND revenue $14.1 billion, up 23.4% QoQ and 68.8% YoY. Q124 ASP increases for Micron,...
William Keating
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