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
Semiconductors: Record Allocations Among High Growth EM Managers
Semiconductor exposure hits record highs among EM aggressive growth managers. Remain the largest industry group holding and the largest overweight...
342 Views
TWSE Foreign Holding Weekly (Jul 17th): TSMC, Nan Ya Plastics, Unimicron Technology
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Nan Ya Plastics, Unimicron Technology,...
107 Views
EM Tech Allocations Blast Through All-Time Highs
Allocations in EM Tech stocks among active Global EM investors rallied to all-time highs last month. Average allocations hit 23.49% following...
498 Views