GEM Weekly (18 Mar 2022): Chinese Monetary and Macro Data; JD.com, Hon Hai, Tencent, MediaTek
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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AI Supply Chain Revenue Signals: The Memory Surge Settles While AI Server Demand Broadens
AI server demand surged in June, driving revenue growth, while memory prices stabilized and AI demand tightened consumer component supply.
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TWSE Foreign Holding Weekly (Jul 17th): TSMC, Nan Ya Plastics, Unimicron Technology
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Nan Ya Plastics, Unimicron Technology,...
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TWSE Short Interest Weekly (Jul 17th): Shin Kong Financial, Nanya Technology, LARGAN Precision
We analyzed TWSE short interest report for the past week and highlighted short interest changes in Shin Kong Financial, Nanya Technology, LARGAN...
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Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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