Primer: Tianjin Zhonghuan Semiconductor (002129 CH) - Apr 2026
Tianjin Zhonghuan Semiconductor, now TCL Zhonghuan, is a global leader in solar silicon wafer production, but is currently facing severe...
125 Views
US Battery and Solar Investments, One Year After, Part II
US solar PV capacity in planning more than doubled in the past year, but the addition was mainly in modules. There is a meaningful improvement in...
672 Views
EU's Battery and Solar Investments, One Year After, Part II
Chinese companies have been absent in building capacity in EU, due to lack of upstream material supply. EU's own capacity building is cautious and...
480 Views
Hang Seng, MSCI China Near Major Base Breakouts; Bottoms-Up Stock Rec's in Hong Kong, China, & Japan
Hong Kong's Hang Seng and China's $MCHI and $KWEB are near major base breakouts. We are watching is 22,700 on Hang Seng and $56.60 on MCHI; we are...
835 Views
MSCI China Funds: Semiconductor Growth Stalls
With near record overweights and stalling ownership growth, active China managers should consider whether overweight Semiconductors is the right...
699 Views