Artificial Intelligence | How to Play the Thematic in Japan
AI is an exciting area of technology that has the potential to change how industries operate and consumers live their lives. We identify 22...
353 Views
Japan’s Semiconductor Export Controls Disrupt Global Supply Chain, Ministry Says
The export controls on certain semiconductor products proposed by the Japanese government will severely undermine the stability of the global...
147 Views
Taiwan Tech Weekly: Semi/AI Darlings Slammed; TSMC Supply Chain Insights; ASE Wins Key IPhone Order
Taiwan tech shares drop sharply due to global selling, with semiconductor and AI companies most affected. TSMC sheds light on the semiconductor...
328 Views
Macro Overview: A Review of Recent Events Impacting Our Investment Themes
Weekly Macro Review -Federal Reserve rules out early rate cuts, Russia/Ukraine conflict impacts oil prices, China's Q1 GDP exceeds expectations.
367 Views
Despite Record Crushing Ascent, Japanese Stocks Remain Bullish
TSE market reforms boost profitability for Japanese firms, undervalued compared to US equities. Nikkei faces potential headwinds from stronger Yen...
292 Views