Semiconductor Surge: GEM Managers Hit Max Exposure
Global EM managers have increased Semiconductor exposures to their highest levels on record. Taiwanese and South Korean Semiconductor overweights...
436 Views
Fujitsu Subsidiary Selldowns or Buy-Ins?
On Wednesday, partway through the day, it was discovered that the website of a relatively obscure Japanese "business and politics" monthly magazine...
598 Views
Last Week in Event SPACE – Chipbond, Idemitsu, Kakao, Aconex, Rowsley
Last week, Chipbond Technology Corp (6147 TT) joins the great semi China cash out; the founding Idemitsu Kosan Co Ltd (5019 JP) family bumps its...
342 Views
Taiwan Semis - Cash Out in China in Exchange for More Orders and Upgrades
Taiwan semis are cashing out in China: Chipbond announced to sell 53.69% of Chipmore shares to BOE and China government-backed funds for US$166mn....
460 Views
Emerging Markets: Technical Strategy & Reccommendations
Today’s report provides a top-down synopsis of the technical condition of emerging markets across the globe, and includes a wide variety of...
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