Global Markets Tactical Outlook: Week of July 21 – July 25
Our tactical models show Meta, NIFTY and HDFC Bank are oversold, while Alphabet, Amazon, NVIDIA, Taiwan Semiconductor, CSI 300 Index, and KOSPI 200...
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Taiwan Tech Weekly: Intel Tapes Out New Chips at TSMC - What It Means; PC Demand Growth in Focus
​Intel relies on TSMC for new PC chips, Nanya sees rebound in non-AI DRAM demand, PC unit growth expected to continue in 2025.
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Semiconductors - Thematic Investing and Megatrends: 1H25 AI Demand Check
We remain structurally bullish on AI infrastructure investment supported by sustained momentum in compute-intensive investments.
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MediaTek (2454.TT): 3Q25 Outlook Is Expected to Decline by Approximately 0–6%.
​Mediatek Inc's 3Q25 revenue expected to decline, partnership with Alphabet for TPU v7e tape-out, potential co-development with Meta for next-gen...
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Select Sector Indices and S&P Equal Weight Rebalance: US$12.7bn Round-Trip Trade Post Capping
There are no constituent changes for the S&P500 Index, but capping changes for the Select Sector indices and Equal Weight Index will result in a...
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