The Innovations Portfolios - Week Six
For the six weeks ended 30 Dec the combined innovation portfolio was -1.7, versus DJIA -1.8%, S&P500 -3.2%, Nasdaq -6.1% & MSCI-ACWI-ETF -2.4%, all...
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Taiwan Tech Weekly: Samsung Will Keep Expanding Capacity, China Chip Restrictions Tighten Further
China chip restrictions get more severe -- Now Arm is not selling its most advanced chip architectures to Chinese firms.
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The Innovations Portfolios - Week Four
For four weeks ended 16 Dec the combined innovation portfolio was -1.1%, versus DJIA -2.4%, S&P500 -2.8%, Nasdaq -4.0% & MSCI-ACWI-ETF -2.3%, all...
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GEM Weekly (9 Dec 2022): China Inflation, South Africa GDP; JD Logistics, SEC, Naver, TSMC, NetEase
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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Targetable Names on KOSPI for Dividend Arbitrage: DPS Estimates & Current Basis
This post screens targetable names on KOSPI for dividend arbitrage based on relatively reliable DPS estimates and current basis widening.
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