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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Taiwan Dual-Listings: Premiums Bounced... And Have Now Declined Again
TSMC -- Small premium currently, recent trading range appears unaffected by Buffett investment. ChipMOS -- Decent entry point now.
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The Innovations Portfolios - Week Three
We assess how the three portfolios did for the first three weeks and discuss about one stock each from the large, mid and small cap portfolios
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Taiwan Tech Weekly: Broadcom Results Provide Some Signs of Strength, Hon Hai Facility Ends Lockdown
Broadcom FY22 results indicate strength in data centers, telco infrastructure, enterprise IT spending. U.S. asks Japan to comply with China chip...
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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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