Global Sustainability (Shariah) Portfolio (14-Sep-2026)
The strategy seeks to invest in Shariah compliant companies with superior sustainability features / initiatives. These Shariah compliant companies...
88 Views
DeepSeek and Market Over-Reaction. Nvidia, Broadcom, Marvell, TSMC, SK Hynix
​Article debunks alarmist claims about DeepSeek, especially GPU usage and cost. The AI revolution is just beginning, with physical models and...
1.5k Views
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...
2.1k Views
Global Top Fund Managers Portfolio (14-Sep-2026)
The strategy seeks to invest in a subset of stocks owned by globally renowned fund managers. By adopting a portfolio of stocks instead of...
85 Views
Why More ABF Capacity May Still Not Be Enough
ABF capacity is expanding, yet shortages may worsen. We examine why CPUs, bigger packages and customer-backed capex are tightening supply, and...
103 Views