What NVIDIA Has to Commit to Deliver 70% Growth
NVIDIA’s FY28 growth outlook is pulling more capital into the business. We examine the rising working-capital burden, Rubin economics, and the...
107 Views
GEMWeekly (3 May 2024): Indonesia, China, Philippines Macro; Huawei, Naver
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
479 Views
Despite Record Crushing Ascent, Japanese Stocks Remain Bullish
TSE market reforms boost profitability for Japanese firms, undervalued compared to US equities. Nikkei faces potential headwinds from stronger Yen...
440 Views
WEEKLY Tactical Recap: Samsung Electronics, CATL, Gold, Softbank Group, NetEase, BHP, POSCO Holdings
Weekly Global Macro Tactical Recap: our models tracks trends across asset classes to highlight overbought/oversold market conditions across Asian...
118 Views
JPX Margin Trading Weekly (Aug 21st): Kioxia, Mitsubishi UFJ Financial, Taiyo Yuden, Lasertec
We analyzed JPX margin trading positions report for the past week and highlighted Kioxia (285A JP), Mitsubishi UFJ Financial (8306 JP), Taiyo Yuden...
111 Views