TMT Daily:Apple, TikTok, PINS, Semis (TSM, Samsung, Intel), Software (EA, CRM, CRWD, WDAY, HUBS),EVs
Apple iPhone 16 pre-orders disappointing. Big software investor days AI hype and product expectations. Challenges for Samsung, Intel relief short...
611 Views
HSCI / HK Connect Sep 2026 Implementation: Pre-Implementation Update
HK Connect enters implementation on 7 Sep 2026. We update stock performance since the HSCI announcement and discuss the implementation trade.
139 Views
GEMWeekly (9 Aug 2024): HBM Chip Stockpiling; China Macro; Samsung, Infosys, SK Hynix
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
305 Views
China’s AI Models Struggle to Bring Transformative Use, Executive Says
Industry executives attending the World AI Conference in Shanghai expressed concerns about recurring technological issues in the development of...
478 Views
GEMWeekly (12 Jul 2024): Driverless Robotaxis in Shanghai; China Macro; Baidu, Samsung Electronics
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
370 Views