Semiconductor WFE Q124 Revenues, China's Share & What Are They Doing With All Those Tools?
Global semiconductor equipment billings amounted to $26.4 billion in Q124, down 6% QoQ and down 2% YoY. China's annual WFE spending has roughly...
569 Views
Downgrading Europe to Market Weight; Europe Indexes Still Bullish (Price); Bullish Outlook Intact
Downgrading Europe to Market Weight $FEZ $STOXX; Europe Still Bullish From a Price Perspective; Bullish Outlook Intact on $ACWI $EEM; Supports...
598 Views
GEMWeekly (7 Jun 2024): Chinese Tech Issue Convertibles; China, South Korea Macro; TSMC
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
437 Views
Taiwan Shines as China & Japan Decline: Global Funds Top-Down Positioning Report
Taiwan allocations rise in face of subdued Asia. USA dominant though Value funds increase underweights. UK, France & Netherlands remain key...
533 Views
#1Business Buzz: Countering China's Dominance, Steel Tariff on China, TSMC, ASML, NVIDIA Q1 Results
This blog provides a summary of the top global news from the past 24 hours, keeping you informed with the latest updates from around the world.
465 Views