Tech Supply Chain Tracker (11-May-2024): China smartphone market, Q1 2024
China's smartphone market grows in 1Q 2024, LG competes with Samsung in OLED panels, Panasonic's battery unit receives subsidy, tech giants invest...
631 Views
Tech Supply Chain Tracker (10-May-2024): Samsung and LG launch new gaming/ AI monitors in market recovery.
Samsung, LG, Tata, Arm, Saudi fund, SK Hynix, and Toyota are all making strategic moves in gaming monitors, self-driving vehicles, semiconductor...
474 Views
Tech Supply Chain Tracker (29-Apr-2024): Apple expands supply chain in Southeast Asia, led by Vietnam.
Apple diversifies supply chain to Southeast Asia, MediaTek aims for market share growth in China, US probe into China's RISC-V role could impact...
606 Views
Earning excess returns in commodities
Say that we have an industry selling a commodity and we want to figure out how above average returns can be generated. Our starting point is almost...
372 Views
Banks Lead Global Peers with 10% Rebound From 8 March Lows
Following the heightened volatility in global oil markets that saw Brent Crude Oil close above US$120 over two sessions (7-8 Mar), global...
668 Views