Screening for GEMs: August 2022
An overview (and output) of our machine learning-driven GEM screening model, which seeks to find the best medium-term long ideas within the top100...
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Asia Ex-Japan: Tech to Financials Rotation
Asia Ex-Japan funds are in the midst of a major rotation out of Technology and Communication Services stocks and in to Financials and Consumer...
510 Views
Does Micron's Lower Guidance Mean Doom for Tech?
Does Micron's reduced guidance imply that the semiconductor market is about to fall? Not quite, as today's weakness is limited to the consumer...
524 Views
Dr. Semiconductor
Dr. Copper has the moniker of the global economy's health as the essential metal used in almost every fixed asset investment (FAI) and...
445 Views
GEM Weekly (1 Jul 2022): Asia PMI; Prosus, Tencent, JD.com, Samsung Electronics, GlobalWafers
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
500 Views