Asia Ex-Japan Positioning: India & Tech at Record Highs
In this analysis, we provide a detailed overview of investor positioning among 96 active Asia Ex-Japan funds with combined AUM of $80bn.
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Samsung's Gaia: A PIM Trojan Horse and the Case for Structural Outperformance
Gaia, a high-powered PCIe companion card, aims to replace Nvidia's discrete workstation GPUs by leveraging Processing-in-Memory (PIM) to bypass...
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EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
512 Views
TWSE Foreign Holding Weekly (Jul 9th): TSMC, Unimicron Technology, ASE Industrial, MediaTek
We analyzed TWSE foreign holding data for the past week and highlighted foreign holding changes in TSMC, Unimicron Technology, ASE Industrial,...
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May Semiconductor Revenues Break a Record Once Again
Even the semiconductors that are not in a dire shortage are in tight supply, driving prices and revenues to extraordinary heights. This Insight...
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