Co-Packaged Optics 101: The Future of High-Density AI Interconnects
The copper wall is here. Above ~200Gbps per lane, copper can no longer carry signals more than a few metres without prohibitive power and...
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Zinc Rally – Supply-Led Momentum Near US$3,000/T: Can It Last?
Zinc prices surge due to supply constraints and China stimulus, impacting Hindustan Zinc and Vedanta valuations. Sustainability above US$3,000/t...
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Curator's Cut: Seeing the Light in AI, Indonesia at Record Lows & Offbeat Ideas in Asia Healthcare
Discover standout themes in AI infrastructure, Indonesia's challenges, and Asian healthcare opportunities in this Curator's Cut issue. Share your...
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Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
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China Housing: Strong Recovery but Debt and Vulnerabilities Rise
In this post, Evidente draws on recent analysis undertaken by the RBA of developments in China's residential property markets. Thanks to a number...
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