GEM Weekly (18 Feb 2022): Chinese Inflation; TSMC, SK Hynix, Indian App Ban, Tencent, Alibaba
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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Asia Comm Services:Â Sentiment Shift
Global funds are reallocating away from Asia's key sectors, with Asia Communication Services stocks at the heart of the move.
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Sea Ltd (SE US) - A Himalayan Saga
We see the recent Sea Ltd price weakness as an opportunity to accumulate the stock, given the growth story remains intact although investors may...
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Screening for GEMs: January 2022
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
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Virtual Smoke and Mirror—Vision to Reality
The recent surge in Metaverse have brought VR & AR back into the focus of the market. So is the Metaverse finally ready for prime time or still a...
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