Semiconductors: Record Allocations Among High Growth EM Managers
Semiconductor exposure hits record highs among EM aggressive growth managers. Remain the largest industry group holding and the largest overweight...
319 Views
The Week That Was in ASEAN@Smartkarma - Grab's Results, Jardine Matheson, and SGX.
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
375 Views
TSMC (TSM.US; 2303.TT): ASP Lifting Hasn't Decided Yet; QCOM Moves Back High-End Smartphone 8 Gen 1
TSMC is still considering 1) at what time and 2) what technologies to further raising wafer price now. Qualcomm has come to the 2nd client because...
787 Views
ECM Weekly (13th Mar 2022)-Arrail, Aquila, Propguru, Ferretti, Jinmao, Nio, Fabindia, Hyu Hvy, Cosmo
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
420 Views
SEA & TSMC ADR Single Stock Futures
The SGX has launched Single Stock Futures on SEA and TSMC ADR and the products started trading on 28 Feb. In this Insight, we take a look at the...
706 Views