Global Emerging Markets Weekly: 13 August 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
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Weekly Innovation Review (WIRE) #32
Subscribe nowHeadline Developments It’s a bad week for crypto, with bitcoin off ~30%. Firstly, Elon Musk has done a U-turn, now not accepting...
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China Macro and Geopolitical Briefing
With only 40+ days left before the Presidential Election in the U.S, China is wisely taking a laissez faire approach to the bilateral issues and...
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Taiwan: Recession? What Recession? A Model Democracy Combats Covid
Taiwan's industrial production has expanded in each of the last 5 months, accelerating in June 2020 to 7.3% YoY growth. This reflects the fact...
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AAPL Supply Chain COVID-19 Disruption March Update
We summarize key takeaways for our checks with the Asian semi supply chain relevant to AAPL’s H1 production and the iPhone 12 launch schedule...
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