EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
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Toshiba Corp (6502 JP) Chapter 6: Potential for Value Creation
@Toshiba (6502.JP) activists might applaud a Wester Digital Merger, but this is just one alternative - PE bids still viable. Perhaps value...
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June Semiconductor Revenues Reach New Record
Semiconductor revenues are breaking historic records. Can this trend continue? Trend analysis indicates that it should end. We will be watching...
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Kioxia Solid in Latest Quarter - Time for an IPO?
Kioxia is poised to post historically high revenues in the fourth quarter. Does this imply that the long-awaited IPO is imminent?
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WDC: An HDD or an SSD Company?
WDC's flash revenues, have slipped below its HDD revenues, but should regain the top spot soon, and to remain there. Why is that, and how will...
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