TWSE Foreign Holding Weekly (Jul 24th): TSMC, Wistron, Hon Hai Precision, Zhen Ding Technology
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Wistron, Hon Hai Precision, Zhen Ding...
140 Views
Asia Ex-Japan: MediaTek, Sea Ltd and China Banks Weigh on Performance
After 3 years of solid outperformance, active Asia Ex-Japan managers find themselves on unfamiliar ground. Following on from a challenging Q1,...
590 Views
Asia Ex-Japan Active Funds. Big Q1 Underperformance.
Active Asia Ex-Japan managers suffered one of their worst quarters in over a decade, with Value managers the only Style group to outperform the...
496 Views
Major Taiwanese Players in the Electronics Supply Chain: Slowing Demand for Consumer Electronics
In this insight, we discuss about the major Taiwanese players in the electronics supply chain that could be impacted by the the slowing demand for...
541 Views
GEM Weekly (18 Mar 2022): Chinese Monetary and Macro Data; JD.com, Hon Hai, Tencent, MediaTek
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
429 Views